Memory Prices Indefinitely High: SK Hynix Says Shortage Continues Through 2030 - PC Perspective

Comments

• Sina@beehaw.org ⁨17⁩ ⁨hours⁩ ago

  I think SK Hynix’s projection is incredibly naive. I’d be surprised if by 2028 the Chinese haven’t captured this market yet, inevitably impacting prices.

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• Steve@communick.news ⁨2⁩ ⁨days⁩ ago

  This assumes the AI data-center demand continues that long.

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  • dfyx@lemmy.helios42.de ⁨2⁩ ⁨days⁩ ago

    Even if the AI bubble burst today and we canceled all data center plans, it would take a while to pivot production back to something useable for consumers instead of highly specialized servers. Not four years but at least a couple of months.

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    • ByteSorcerer@beehaw.org ⁨1⁩ ⁨day⁩ ago

      A lot of startups are using at least partially consumer grade hardware, which will likely get offloaded to the used market when the bubble bursts as they try to recoup some of their losses. This will put some pressure on pricing especially for used parts.

      I don’t think it’ll put pricing back at pre-AI levels immediately, but it will likely cause prices to start to drop pretty soon after the bubble bursts, even before manufacturing is able to change focus.

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  • snooggums@piefed.world ⁨2⁩ ⁨days⁩ ago

    It alao assumes that each data center will have a hardware refresh every few years to sustain demand.

    I can’t see demand surviving the necessary pricing to be profitable over time with the inital hardware, much less to pay for the inevitable refresh.

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• orca@orcas.enjoying.yachts ⁨2⁩ ⁨days⁩ ago

  It’s gonna be pretty funny when the bubble bursts and the memory and GPU companies that fucked over their bread-and-butter consumers, have to come groveling back to us in order to prop up their companies once again. I’m so goddamn sick of tech I might try to ride it out with my 2019 laptop for the foreseeable future.

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  • novibe@lemmy.ml ⁨1⁩ ⁨day⁩ ago

    You don’t think their main source of income was ever consumer-grade memory… do you?

    It’s always been servers and business customers.

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    • orca@orcas.enjoying.yachts ⁨1⁩ ⁨day⁩ ago

      If that’s the case, we’re not going to see affordable GPUs ever again.

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• motruck@lemmy.zip ⁨1⁩ ⁨day⁩ ago

  On so sorry guys we have no idea how we could lower be prices that are making us rich. I mean we could increase the supply and worj towards a new norm of what the market needs but that’ll take at least a decade of high prices.

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• Clent@lemmy.dbzer0.com ⁨2⁩ ⁨days⁩ ago

  Of course. The predictions were that they’d remain high until 2030, not that they’d go down after that.

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  • TheBlackLounge@lemmy.zip ⁨2⁩ ⁨days⁩ ago

    Inflation will take care of that. Memory never really dropped in dollar price.

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    • helix@feddit.org ⁨2⁩ ⁨days⁩ ago

      You got more memory for the same price. Else we’d still pay 1000€ for 256MB sticks…

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