[vondur]

We saw this during the pandemic when everyone wanted to purchase bicycles. Shimano (they make bike transmission parts and brakes) saw a huge increase in demand. Shimano didn't want to invest into new factories as they assumed the demand was a temporary spike. I'm pretty sure this is what is happening currently with RAM, SSD's and processors. New fabs are coming on line, and Apple is looking at both Intel and Samsung to bring additional capacity online. If the AI boom dramatically slows, it's going to be interesting to see how the industry responds.

[wredcoll]

I don't get this, is there a world where we need fewer cpu/ram/ssds in the future?

Like, there's so many things that could benefit from a cheap processor involved in their operation, the growth seems effectively unlimited.

[bravoetch]

There's definitely a world where we need newer products, but not as many or as fast in iteration. My gaming PC has 128GB of RAM... And I built it years ago when RAM was laughably cheap. I still never touch the sides on it.

[wredcoll]

Ok sure, assuning your gaming machine lasts 5-10 years, what about everyone else who is born (or turns 18 or whatever) during that timespan?