3 ms·
RAM prices are cyclical. We are in the under supply part of the cycle. People just have to wait. As prices are sky high, production capacity will likely increa
by StopDisinfo910 11mo ago
RAM prices are cyclical. We are in the under supply part of the cycle.
People just have to wait. As prices are sky high, production capacity will likely increase. Some AI companies will go bust. Demand will plummet and we will buy RAM for pennies while the market consolidates.
- bryanlarsen 11mo agoThat's historically what happened when we had proper competition. Now we have a 3 party oligopoly and massive barriers to entry. Now at least 1 of the 3 is actively signalling than they're not going to not going to spend 100s of billions to expand fab capacity that will lower their profits because if one does it they'll all do it. It's a prisoner dilemma, and they're co-operating. When they co-operate we all lose.
- timschmidt 11mo agoThe entry of Chinese DRAM into the market may spur increased competition. If not for competition's sake alone, for national security and domestic supply chain integrity concerns.
- Seattle3503 11mo agoOr the existing companies get fat, lazy, and then slaughtered.
- nicolaslem 11mo agoThat is also somewhat true for GPUs, hard drives and SSDs. They all usually have different cycles but today AI is making them peak all at the same time.
- venturecruelty 11mo agoGreat, we can eat the RAM when we're all unemployed.
- f0rgot 11mo agoDude - I laughed out loud on this comment (I guess we're at the cry or laugh stage). Almost woke up my sleeping kiddo.
- fakebizprez 10mo agoOof, this post aged like milk. https://investors.micron.com/news-releases/news-release-details/micron-announces-exit-crucial-consumer-business https://investors.micron.com/news-releases/news-release-deta...