People are panicking but market will correct itself. RAM is basically a solved technology and supply is limited by lack of factories not ability to manufacture.
On the other hand, we’re currently in the midst of what many people already consider to be an AI bubble, so investing in new DRAM factories might be considered too risky, since the bubble might have popped before it even gets production going.
Good point tho if the bubble does end up popping it’ll bring down ram price as the market will be flooded with hardware from closed/reduced farms. But I guess we’ll have bigger issues preventing us enjoying the discounts lol
People are panicking but market will correct itself. RAM is basically a solved technology and supply is limited by lack of factories not ability to manufacture.
Fabs take like 5 years to spin up. No one is going to set up another without some kind of guarantee
On the other hand, we’re currently in the midst of what many people already consider to be an AI bubble, so investing in new DRAM factories might be considered too risky, since the bubble might have popped before it even gets production going.
Good point tho if the bubble does end up popping it’ll bring down ram price as the market will be flooded with hardware from closed/reduced farms. But I guess we’ll have bigger issues preventing us enjoying the discounts lol
Pop goes the bubble