“If you had one that sold four of that type over the last six weeks… let’s put those ones up by 25 grand or 50 grand… we ended up increasing the prices by about $44 million”
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Said on The Deal with Adam Di Marco
Cameron Robertson · Equity Mates Investing Podcast · The Asian Opportunities Investors Are Missing with Cameron Robertson
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cited Nvidia's demand for DRAM chips increasing about 30-fold over the last four years, driving DRAM prices up seven-fold
30-fold demand increase, 7-fold price increase
“If you had one that sold four of that type over the last six weeks… let’s put those ones up by 25 grand or 50 grand… we ended up increasing the prices by about $44 million”
“I think the memory industry has now increased by market cap by $2.5 trillion over the last four years.”
“The companies ... are trying to pass through price increases and have been for the last few years to do that.”
“We actually encourage clients to actually place in their pricing on the websites ... it can actually cite their prices in directly”
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