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DDR5 Prices Are Broken, So We Tested Cheaper Chinese RAM
(www.techspot.com)
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this post was submitted on 20 Feb 2026
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Sure but solar panel demand is very unlikely to collapse in a few years. RAM demand has ~doubled, but that might be very temporary. We might see buyers going back on their existing purchases too. Massively increasing capacity under the assumption that you can sell at similar to current prices is self-destructive.
Of course the Chinese government should cover the risk to at least the extend of fulfilling Chinese demand.
Not really seeing any evidence for solar panel demand collapsing. China is still far away from phasing out fossils, and places like Africa will have a huge amount of demand as they continue to develop.
And I expect, the demand for RAM to only keep growing because it'll be used for data centers, robotics, and consumer devices which are just starting to take off in China. And again, all of this stuff will be exported to the Global South. The model will have to be low margins and large volumes because incomes in the developing countries are still relatively low.
Not what I've said. Solar panel demand won't collapse, RAM demand will
And I've just explained why it won't. The electricity from solar panels will be used to power computing devices that use RAM. Both of these technologies will grow together.
If you're thinking that RAM demand will collapse because the AI bubble in US will pop, then you're not thinking about the big picture which is the demand from the global majority. The entire west is just 13% of the global population.