Spot Memory Prices Are Running 4 Times Contract Prices. That Is Not What a Cycle Peak Looks Like.
Bubble signal: -1 · Cooling evidenceRelevance 70MarketsGlobal
Source: NewsData: AI bubble (EN) · Published 2026-09-05
Summary
The article notes that spot market prices for memory chips have reached four to five times contract prices, indicating extremely strong demand. If the AI boom were peaking, buyers would unlikely pay such high premiums. Thus, the wide gap between spot and contract prices is seen as a sign that the market has not yet reached a cyclical peak.
Bubble analysis
Spot prices far exceeding contract prices indicate robust real demand, contrary to the demand collapse and price crash seen when a bubble bursts. This provides evidence against an AI bubble, as price signals show the market is still expanding.
#memory#pricing#demand
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