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That really isn't unprecedented. We need high RAM prices for manufacturers to expand fabs, supply overshoots demand because the AI bubble will contract to some
by KeplerBoy 10mo ago
That really isn't unprecedented. We need high RAM prices for manufacturers to expand fabs, supply overshoots demand because the AI bubble will contract to some extend and then we'll have cheap RAM once again. Classic cycle.
- overfeed 10mo ago> We need high RAM prices for manufacturers to expand fab Manufactures aren't dumb, they lost a lot of money in the last cycle and aren't playing that game anymore. No additional capacity is planned, OEMs are simply redirecting existing capacity towards high-margin products (HBM), instead of chasing fragile demand.