I thought ireland and a couple of other countries are stepping up quite a bit recently? I know they have been at the forfront of the EUs efforts to start building chips and have been doing so last 10 years to start scaling.
Just did a search, looks like its going to happen: https://wallstreettimes.com/intel-foundry-5-billion-ireland-chip-manufacturing-2026/
This level of demand is not sustainable
Totally agree!
ultranaut@lemmy.world 3 days ago
This isn’t really accurate, there’s been literally hundreds of billions invested over the past several years. The only reason prices are predicted to normalize after 2028 is because that’s when the new fabs come online that those investments are paying for.
carmo55@lemmy.zip 3 days ago
Who do you think is going to be buying DRAM at the current prices in 2027?
Before the bubble, there used to be oversupply of DRAM leading to price fixing scandals, that’s what will eventually happen again.
ultranaut@lemmy.world 3 days ago
Probably anyone who wants RAM. 2027 production is mostly already sold, the shortage isn’t going away until there’s more fabs. 2027 is more likely to see higher prices than lower.
carmo55@lemmy.zip 2 days ago
Production being sold out doesn’t mean anything when there are no commercial entities left to actually pay the bill.
minfapper@piefed.social 2 days ago
Unfortunately, we’re not going to get an over supply of DRAM once the bubble pops.
Most of the current production is HBM, which is just architecturally different enough from DRAM to not be useful for desktop computers
carmo55@lemmy.zip 2 days ago
I was under the impression that the underlying memory chips are the ones we have a shortage of, and HBM is just one way to package them?