Rewind 11 – RAMmageddon Part 6: From Bottleneck to Structural Reset
from RAMmageddon – DigitalWasteland Hosted by Jens Klasen
In Part 1 of the series, Jens wrote about a crisis. In Part 6 he takes that word back: a crisis ends, but what the memory market is going through in 2026 is a structural reset. He lays out the evidence, explains why "cyclical" is the most dangerous word of the year, and derives a response doctrine with five principles for IT decision-makers. In this episode The numbers as of May 2026: DRAM contract prices up another 58–63 percent in Q2, NAND up 70–75 percent, after a record Q1 Three telling signals: IDC's "structural reset", Micron's exit from the consumer business, and DDR4 spot prices above HBM3e contract prices Why this shortage is demand-driven and structural, not a supply disruption that will simply pass Hardware is no longer a buffer: three shifts in IT doctrine, from procurement to architecture, from CAPEX reflex to efficiency lever, from capacity to choice The five principles of the response doctrine, from "treat memory as a scarce good" to "separate tomorrow's architecture from yesterday's price" Originally published in German on May 19, 2026: https://klasen.ai/briefing/rammageddon-teil-6-structural-reset/ English version: https://klasen.ai/en/briefing/rammageddon-teil-6-structural-reset/ Voices are AI-generated (Jens's voice is a clone of his own). Content and analysis by Jens Klasen.
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