Now That 2027 RAM Manufacturing Capacity Has Reportedly Been Sold Through, It's Hard To Imagine the RAMageddon Ending Any Time Soon
www.ign.com
A new report suggests that all three memory manufacturers — Samsung, SK Hynix, and Micron — have collectively sold through their 2027 memory manufacturing capacity to AI companies.
  • Dookieman12@piefed.socialEnglish
    28·
    4 hours ago

    My prediction:

    1. Investors continue to fuel demand, choking supply
    2. Plans to monetize LLMs don’t pan out
    3. Eventually, lenders call their margins
    4. Investors see the called margins and get spooked; demand fizzles
    5. AI companies desperately try to liquidate their positions. Seeing the price of components, there’s a rush to sell while prices are high.
    6. PC components flood the market
    7. Record high supply, record low prices
    8. PC gaming golden age
    • frongt@lemmy.zipEnglish
      11·
      2 hours ago

      Just like how GPUs became cheap and plentiful after mining crypto became passé, right?

      • brucethemoose@lemmy.worldEnglish
        7·
        1 hour ago

        …They actually did.

        I got an AMD 7950 is a crypto bust. Then a Nvidia 980 TI in the next one, dirt cheap.

        Nvidia figured it out in the most recent bust though, and controlled supply fairly well.

    • brucethemoose@lemmy.worldEnglish
      25·
      3 hours ago

      They aren’t PC components. They’re server GPUs.

      They don’t even have ROPs anymore. There was a time when the Nvidia P100/A100 could technically game, but that’s generations ago.

      FYI, during the crypto busts, Nvidia bought back GPUs and basically incinerated them to keep demand for new stuff up.

      …I’m pretty sure that’s what they will do again.

    • MimicJar@lemmy.worldEnglish
      2·
      2 hours ago

      So you’re not 100% incorrect, but does it happen in 2027? 2028?

      Logistically it’ll probably happen eventually, but when?

    • Prox@lemmy.worldEnglish
      7·
      4 hours ago

      6 will actually be “RAM suppliers buy the stock in bulk and sell as refurbs, keeping prices up”