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Every shortage is followed by a glut. Wait and see for RAM prices to go way down. This will happen because RAM makers are racing to produce units to reap profit
by ogogmad 11mo ago
Every shortage is followed by a glut. Wait and see for RAM prices to go way down. This will happen because RAM makers are racing to produce units to reap profits from the higher price. That overproduction will cause prices to crash.
- barnas2 11mo agoThey aren't overproducing consumer modules, they're actively cutting production of those. They're producing datacenter/AI specific form factors that won't be compatible with consumer hardware.
- baq 11mo agosomebody will step up to pick up the free money if this continues.
- sidibe 11mo agoA lot of ram and disk companies have played this game before and gotten burned so they are more conservative than you'd expect. The problem in the past is shortages cause the customers to invest in efficiency or new tech pops up, it's really hard to predict whether to jump in because of the time it takes to get production going if it gets really bad though the superscalers will guarantee them enough business years out to make the investment worth it