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by vdupras 121 days ago
Silver lining: can you imagine how dirt cheap RAM will be after that bubble has popped? Oh my...
5 comments
maxboone 121 days ago
RAM producers aren't adding more capacity on the non-HBM side of things, so we shouldn't see a dramatic drop in pricing if AI HBM memory demand drops.
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vdupras 121 days ago
If we end up with metric tons of unused HBM memory lying around, I'm sure that someone will design a general purpose computer using them, or design a HBM-to-DDR interface.
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Ekaros 121 days ago
It won't. Demand is being pushed forward. That means that longer this situation take longer it will take for prices to recover to same levels.
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vdupras 121 days ago
If you delay your iPhone upgrade because of RAM prices, you're not going to buy two at once because you were delayed. So push, forward, push forward, sure, but to a point.
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gck1 121 days ago
No manufacturer is increasing supply though. RAM, SSD, HDD - they just reallocated their existing supply to AI.
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agoodusername63 121 days ago
Your home systems can slot in HBM? Doubt that.
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poszlem 121 days ago
This is a simplistic view of why the prices are the way they are.
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