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
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.
minfapper@piefed.social 3 days ago
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?
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.
ultranaut@lemmy.world 2 days ago
You should look into what is actually going on in the industry, the bills are getting paid. Companies are even pre-paying for future allocations, and there is a transition towards 5 year contracts.