Comment on Market efficiency
DaedalousIlios@pawb.social 9 hours ago
I wonder if there will be a point after the bubble bursts that RAM will be cheaper than it’s ever been due to the fact that “demand” have seemingly fallen off a cliff for them between when they sold out and when the bubble finally pops.
merc@sh.itjust.works 8 hours ago
If the RAM they were building for the datacenters was identical to the RAM for PCs, then maybe. Instead, I think they’ll have to slowly switch back to making regular PC RAM, and the shortages will continue.
What seems possible is China intervening. RAM isn’t as difficult to produce as other chips, so it’s possible they might spin up fabs and factories to supply their own domestic market, and eventually start exporting too. Currently 90%+ of RAM is made by Micron (USA), SK Hynix (South Korea) and Samsung (South Korea). China doesn’t like to depend on other countries, and it probably has the capacity to manufacture RAM. And, it probably knows that if it gets good at making RAM it has a good chance at outcompeting the other 3 in the long run. So, I don’t expect any short term fixes, but in the long run this might mean cheaper RAM with a 4th major supplier.
autriyo@feddit.org 5 hours ago
They’re already spinning up fabs since a few years ago, and they’re not that far behind. Gamers Nexus did a video on that topic a few weeks ago…
wioum@lemmy.world 2 hours ago
GN video