When I built my 5800X3D/7900XTX PC, my research told me I’d need a 5090-class GPU to make my 5800X3D a meaningful bottleneck. As the 7800X3D and 9800X3D were released I could not afford a GPU that would make me want/need to upgrade my CPU. I will not have the fastest PC for the next few years but I can’t imagine 5090-class GPU performance being available for less than US$1000 before DDR6 is mature.
In other news, water is wet.
So… How those Chinese ram sticks are going ? Good, nice, now i gonna ditch another segment of western market for affordable asian tech…
Is the western market going to allow that or are they going to ban it because “security reasons”.
Right now they want it banned because “they stole the tech”
sorry bud but if you have the patent and artificially keep demand high and supply low, you don’t deserve that patent.
Guy selling memory says buy memory now it’s only going to get more expensive?
Right? In what world? This year we saw CXMT come online and they claim they’re going to handle most of China’s supply, so that’s a whole fucking country Micron/SK/Samsung are losing on. Then also we’ve seen datacenter buildouts slowing down and not being financed. So supply is going up and demand is going down. Now I’m not a big city economist, but in my books all that points to at minimum not the situation getting worse.
Might Micron be a bit sad they left the consumer market who is frothing at the mouth for RAM?
“Please keep piling on the hype fomo train we have every single one of our eggs in this one basket”
This of course assumes the bubble doesn’t pop, and is presumably driven by memory purchase contracts with AI companies consuming all supply at peak pricing with 5-year terms. If OpenAI or Anthropic run out of investor money tomorrow, those contracts will be worthless and supply will recover (even if HBM capacity can’t be instantly reconfigured to consumer).
While I don’t expect it tomorrow, OpenAI has signaled a future of constant price increases with their new $500 monthly tier replacing their $200 tier, and it’s likely we’re in the start of the death spiral as subsidized supply ends, demand plummets in response, and unprofitable companies start folding. But the AI market market has remained irrational for much longer than it should have.
(Just a reminder to roll back your overclocks while we huddle for warmth during tech winter.)
It’s definitely barreling towards us… I’m hoping it’s a disatrous OpenAI IPO that does it, because it’s easy enough to understand, but it will probably be a chain reaction starting from some minor event that is gonna take a 5-hour Youtube to fully explain.
I wish Jenny Nicholson was on this beat.
Micron CEO said they expected industry supply to improve gradually in 2028, but couldn’t predict when supply would catch up with demand.
Why would they want balanced supply and demand? Scarcity affords them a higher margin for the same output. With so few competitors there currently seems to be little reason for them to try and meet demand.
That’s not how supply and demand works. When a market is out of economic equilibrium like this, with demand sharply rising, that is literally what drives competitors to arise and to try to increase supply to match. This is fertile ground for exactly that outcome to happen.
If you ever want to leave behind the economic fairy tales we tell children and college freshmen:
cough cough barriers to entry cough cough
What ever in the name of Supply Side Jesus are you talking about? The FREE MARKET surrounds us always, it’s INVISIBLE HAND guides all economic transactions to their most EFFICIENT outcomes without the need of any human intervention!
Blocked for heresy!
I’m getting Chinese ram then fuck it.
That sounds like it would chafe terribly…
Make sure to use silicone based lubricant; that, at least, doesn’t require any rare earth metals.
chafes less than getting fucked by criminal profiteering
Still a lot cheaper than fuckin’ Micron’s RAM right now.
Of course it will
