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Memory crisis expected to last until 2031, supply already allocated for 2026
(www.tweaktown.com)
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this post was submitted on 12 Jan 2026
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AI investment isn't rational like consumer spending. Consumers will only spend what is reasonable for their needs.
The AI bubble allows companies to purchase inventory at higher prices than consumers will ever pay then leave it on a shelf unused. The suppliers are making record profits supplying them. Unless China increases supply beyond the current memory cartel all we can do is wait for the inevitable market collapse.
Honestly the funniest thing would be Chinese RAM being cheaper even with tariffs and then eating Micron’s lunch