Comment on RAM shortage chaos expands to GPUs, high-capacity SSDs, and even hard drives
orclev@lemmy.world 3 weeks agoI doubt it will take a couple years. They’re burning through so much cash right now that they’ll be bankrupt in a couple years and despite sunk cost fallacy they won’t let it get that bad. At some point they’ll cut their losses and pivot to some other new fad. The small handful of uses that make sense will stick around and a few companies will be in just the right place to make it turn a profit but the vast majority won’t. Some will go bankrupt (if we’re lucky Meta and/or X will be one of them) and some will just write it off as a failed experiment. Either way just as hard as prices spiked we’ll see them cratering before they rebound back to normal. Six months would be highly optimistic, but a year probably isn’t out of the question.
Of course all of this might be moot if Shitler manages to start WW3 by attacking Greenland. If that happens RAM prices will be the least of everyone’s worries.
Of course all of this might be moot if Shitler manages to start WW3 by attacking Greenland. If that happens RAM prices will be the least of everyone’s worries.
Which WW3? You really mean European militaries won’t back out when threatened? Suppose Shitler kills a few Danish hikers in camouflage with professional pride. Nothing will happen, he’ll just take it.
I swear. For a big war based on alliances and rules to happen you need principles and institutions of the military sort.
brightwindow@lemmynsfw.com 2 weeks ago
Practically all DRAM production is sold out for next year, there isn’t going to be any significant new supply into the consumer market in that timeframe. Also, when these massive piles of memory end up sitting in a warehouse because the bubble pops, this stock will never make it to the consumer market, because AI data centres use HBM, which is soldered directly to motherboards in such a way that it’s impossible to turn it into modules again. Even if all the DRAM producers start selling to the consumer market jan 1st 2027, the pent up demand will still probably keep prices high.
All that to say, I don’t think prices will crater.
PalmTreeIsBestTree@lemmy.world 2 weeks ago
Those shenzen mofos can figure out a solution to utilize that ram mark my words