Equity Mates Investing Podcast The eBay harassment scandal, RAMageddon explained & Pimp My Portfolio with Matt Ingram
33 snips
Mar 4, 2026 
Matt Ingram, financial adviser at North Haven Financial Management who simplifies complex portfolios, joins to review a listener’s heavily thematic ETF mix. They dive into a wild eBay stalking scandal fallout, a global DRAM shortage reshaping tech pricing, and practical portfolio consolidation tips in short, punchy conversations.
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AI Training Is Driving A Global DRAM Shortage
- DRAM (short-term high-speed memory) demand has surged because AI training needs massive, fast memory for large language models.
- Top makers SK Hynix, Samsung and Micron are near capacity and prioritising AI customers over consumer markets.
Chipmakers Prefer AI Customers For Much Higher Margins
- Memory suppliers prefer AI contracts because margins are vastly higher, prompting them to redirect capacity from consumer products.
- Samsung reportedly doubled prices and Micron phased out consumer RAM/SSDs to supply AI infrastructure.
Recognise DRAM Winners Riding Ramageddon
- If you own semiconductor names like Micron, SK Hynix or Samsung, recognise they've been top performers amid the shortage.
- Micron up ~360%, SK Hynix ~401% and Samsung ~259% over the past 12 months, reflecting DRAM tightness.