Version History: The Memory Crunch: Why Hardware Is Getting Expensive Again

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Changelog

DateSummary
26 Mar 202626 Mar 2026 – Quiet day, thesis holds.
25 Mar 202625 Mar 2026 – Quiet day, thesis holds.
24 Mar 202624 Mar 2026 – Micron Q2 2026 earnings detail added to body: $23.86B revenue (+196% YoY), 74.9% gross margin record, HBM sold out through 2026, Q3 guidance $33.5B at 80%+ margins; management confirms ‘wafer cannibalization’ dynamic.
23 Mar 202623 Mar 2026 – SK Group chairman forecasts shortage through 2030 (post’s 2027 estimate revised); Micron smashes Q2 records on HBM4 demand; Samsung commits $73B capex blitz.
22 Mar 202622 Mar 2026 – Quiet day, thesis holds.
21 Mar 202621 Mar 2026 – Quiet day, thesis holds.
20 Mar 202620 Mar 2026 – Quiet day, thesis holds.
19 Mar 202619 Mar 2026 – Quiet day, thesis holds.
18 Mar 202618 Mar 2026 – Quiet day, thesis holds.
17 Mar 202617 Mar 2026 – Quiet day, thesis holds.
16 Mar 202616 Mar 2026 – Quiet day, thesis holds.
15 Mar 202615 Mar 2026 – Quiet day, thesis holds.
14 Mar 202614 Mar 2026 – Quiet day, thesis holds.
13 Mar 202613 Mar 2026 – Quiet day, thesis holds.
12 Mar 202612 Mar 2026 – DDR5 consumer kit prices hit $432 for 32GB (up 440% from mid-2025 lows); Iran war raises helium supply risk for chip manufacturing.
11 Mar 202611 Mar 2026 – Quiet day, thesis holds.
10 Mar 202610 Mar 2026 – Quiet day, thesis holds.
9 Mar 20269 Mar 2026 – Quiet day, thesis holds.
8 Mar 2026HP Q1 2026 earnings confirm memory now 35% of PC build costs (up from 15-18%); OpenAI cited consuming ~40% of global DRAM supply.
7 Mar 2026Quiet day, thesis holds.
6 Mar 2026A quieter day – no new data points shift the thesis.
5 Mar 20262025 DRAM prices up 172%, Samsung halts DDR5 orders, Micron exits Crucial brand – the cascade arrives.
5 Mar 2026AMD Ryzen AI 400 for AM5 desktop – 50 TOPS NPU on consumer platform, standard DDR5.
5 Mar 2026Inaugural publication

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