The video explains that RAM prices appear to be leveling out, or even slightly declining, primarily because demand has fallen significantly (1:52-2:01).
Key points mentioned:
- Lack of Sales: People are not buying DDR5 or graphics cards at current prices because they are considered “absurd” (2:04-2:05). This lack of demand means there’s no point in increasing prices further (2:57-3:02).
- Overall Component Slump: The issue extends beyond just RAM and GPUs; everything is expensive, leading to a general decline in PC component sales. For instance, motherboard shipments were down by 50% and CPU sales by 60% compared to the previous year (2:23-2:37).
- Remaining Stock: Even though there might be limited stock of components like DDR5, the prices of this remaining stock aren’t increasing because demand has “fallen right off” (3:37-3:43).
However, the speaker cautions that this apparent normalization is not a cause for hope (7:43-7:47), as it’s a result of people simply not purchasing the remaining, often still expensive, remaining stock (7:47-7:49). They also mention that if retailers manage to sell their current stock, the cost of resupplies will likely be higher (3:46-3:52).