Not following through on expansion plans indicates that they’re expecting the bubble to burst
Memory Makers Expect Shortages to End in Late 2028, Could Pause Expansion Plans
Submitted 1 day ago by floofloof@lemmy.ca to technology@lemmy.world
Comments
Arcane2077@sh.itjust.works 1 day ago
boonhet@sopuli.xyz 1 day ago
They’re most definitely hedging their bets.
If there’s a shortage and they don’t expand, they can charge more per unit. If they expand capacity and there’s no shortage, they’ll either have a bunch of unused capacity or memory will get cheaper than they’d like.
humanspiral@lemmy.ca 1 day ago
translation: AI bubble pop scheduled for 2028?
commander@lemmy.world 1 day ago
New consoles and maybe new steam deck. Maybe raspberry pi and similar SBC hardware won’t be stupid expensive anymore
RiQuY@lemmy.zip 1 day ago
I expect them tl end this year. There is no demand by normal customers, only enterprises.
4am@lemmy.zip 1 day ago
The whole plan is to make personal computing unaffordable so we have to rent cloud services to do anything.
They’ll find a way to keep that consumer demand at zero.
They want a chunk of your income to gatekeep the products they made unaffordable to you.
Billionaires shouldn’t exist.
XLE@piefed.social 1 day ago
Either that or, optimistically, memory manufacturers see a bubble about to burst, and they don’t want to be stuck holding excessive manufacturing equipment.
cogman@lemmy.world 1 day ago
Maybe. I mean at least a major part of it is that AI pays a lot more money than the consumer does, and even if the consumer market pulls back, they are banking on the raised prices to stay around even if they can increase capacity.
I think what scares them is that CXMT is rapidly catching up to the state of the art. If they dick around for too long, they run the real risk that China and CXMT will do what China does and sweep the market with really cheap memory they can’t compete with.
These companies still care about non-ai servers, and that’s a big part of the market that could be obliterate pretty quickly.
THE_GR8_MIKE@lemmy.world 1 day ago
They’ll have to pry my DDR5 out of my cold dead motherboard before that happens. Tech has stagnated so much that my last rig lasted 12 years from 2012 to 2024. This current rig will outlast this entire administration.
I do feel bad for all of you who want or need a new build now. That’s where it hurts the most.
CmdrShepard49@sh.itjust.works 1 day ago
That’s certainly a byproduct of what they’re doing but I’m not convinced thats the goal as the biggest PC buyers these days are businesses and I don’t see them jumping on board with that since it doesn’t benefit them at all. You could argue it would reduce their IT needs, but it won’t really as they’ll still need physical devices for everyone, networking gear, dedicated PCs for certain tasks/uses (like running equipment), not to mention having to store all IP on third party hardware.
For consumers, I think most people have enough computing power with their phones as it is and most of the rest can be handled by some 10 year old thin office client. Outside of higher prices across the board, this will really hurt gamers and PC enthusiasts the hardest which is probably quite a niche market.
krisevol@lemmus.org 1 day ago
That isn’t the plan. Person computers are still available, but ram production didn’t match demand.
Also billionaires don’t have a billion dollars so they don’t effect you. Their wealth is stocks that only home value because you keep buying them. If the bubble pops those “billions” disappear.
SippyCup@lemmy.world 1 day ago
Most companies don’t make much money selling to “normal” customers. Enterprise sales are almost always the bulk of the revenue.
frongt@lemmy.zip 1 day ago
B2B sales are much less of a headache than B2C. You can make fewer, larger sales, and you don’t have to deal with The Public.
frongt@lemmy.zip 1 day ago
Why would that mean it ends this year?