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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 250.10

-3.7%

3:59 PM EST

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To: neolib who wrote (71732)	10/22/2025 11:24:09 AM
From: Joe NYC	of 72105

BTW, I am wondering what impact the DRAM prices will have on demand in upcoming quarters, even a year. It just happens that China crushing the DDR4 prices is partially saving the PC business - but not AMD. If you remember, in last CC, Intel said their demand for Raptor Lake is high. And Raptor Lake happens to be the only current(ish) processor that can still use DDR4/ On another front, if Intel has some sort of contract price for LPDDR5 for Lunar Lake, then Intel could experience a windfall from that, if the prices are locked to older prices. So these could be (short term) positives going for Intel this quarter and maybe next.

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