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Silver lining: can you imagine how dirt cheap RAM will be after that bubble has popped? Oh my...
by vdupras 7mo ago
Silver lining: can you imagine how dirt cheap RAM will be after that bubble has popped? Oh my...
- deleted 7mo ago[deleted]
- maxboone 7mo agoRAM producers aren't adding more capacity on the non-HBM side of things, so we shouldn't see a dramatic drop in pricing if AI HBM memory demand drops.
- vdupras 7mo agoIf we end up with metric tons of unused HBM memory lying around, I'm sure that someone will design a general purpose computer using them, or design a HBM-to-DDR interface.
- gck1 7mo agoNo manufacturer is increasing supply though. RAM, SSD, HDD - they just reallocated their existing supply to AI.
- deleted 7mo ago[deleted]
- poszlem 7mo agoThis is a simplistic view of why the prices are the way they are.
- Ekaros 7mo agoIt won't. Demand is being pushed forward. That means that longer this situation take longer it will take for prices to recover to same levels.
- vdupras 7mo agoIf you delay your iPhone upgrade because of RAM prices, you're not going to buy two at once because you were delayed. So push, forward, push forward, sure, but to a point.
- agoodusername63 7mo agoYour home systems can slot in HBM? Doubt that.