4 ms·

I've been in this game so long, seen so many shortages that I'm not even worried. Right now prices are high, manufacturers are switching production, and in 6 mo

• brianwawok 10mo ago
  Long game is fine for optional upgrades. “I really wish my game system had 20% better graphics”. Less good when your system crashes and you need something new to work on Monday.
• Dylan16807 10mo ago
  > manufacturers are switching production In what ways? The only switching I've seen is away from desktop memory.
  • burnte 10mo ago
    You've answered the question! They're redirecting those chips to industrial use which makes desktop products more expensive and less available. Samsung is also extending DDR4 production, for example.
    • Dylan16807 10mo ago
      I thought you were listing a switch in production that would relieve the shortages after we wait a few months. Switching away from desktop memory makes the shortages worse. So why do you expect there to be a glut in 6 months? If you meant glut of memory suitable for datacenter GPUs, I don't expect that nearly so soon. That market can absorb extra chips pretty easily unless we see a really harsh pop really soon.
      • burnte 10mo ago
        The same chips go into desktops as servers, so this is just redirecting the chips to another assembly line. I think there's a good chance the memory market will see a huge boost in supply to server spaces, and some memory will switch back to desktop use.
• FuriouslyAdrift 10mo ago
  It takes about a decade (and $10s of billions) to bring new fabs online