4 ms·
Everyone is completely sold out and adding capacity as quickly as possible.
by xadhominemx 8mo ago
Everyone is completely sold out and adding capacity as quickly as possible.
- ErneX 8mo agoAre they really adding capacity?
- ReptileMan 8mo agoI am sure you can lock great prices for ram for 2035 delivery.
- cmxch 8mo agoIf only on principle alone, could one secure a contract to buy a few TB of DDR5 memory to be delivered in 2035? And if so, how?
- ReptileMan 8mo agoFew TB probably not, but few EB I think you will be able to make a contract.
- cmxch 8mo agoOh well. Just wanted to do a commitment buy to at least say “I don’t care if my RDIMMs are long obsolete” for some existing DDR5 builds I have.
- xadhominemx 8mo agoYes of course. Looking at the share prices of their suppliers— ASML, Lam Research, Applied Materials, etc.
- kvemkon 8mo agoBut since when? There are public announcements about new energy deals since summer 2024. But I'm missing any information about similar RAM/NAND/HDD deals back then, so that corresponding shortages could be only for short time until, say, summer 2026.