I wonder if there will be a point after the bubble bursts that RAM will be cheaper than it's ever been due to the fact that "demand" have seemingly fallen off a cliff for them between when they sold out and when the bubble finally pops.
Well the chips itself are the same, but instead of soldering them onto pc ram sticks, they solder them onto data center RAM which is incompatible with a typical consumer pc.
However if the bubble bursts you could start resoldering the chips.
This is expensive and takes some skill. And not every chip will survive it.
But still might be cheaper than buying new RAM.
If the RAM they were building for the datacenters was identical to the RAM for PCs, then maybe. Instead, I think they'll have to slowly switch back to making regular PC RAM, and the shortages will continue.
What seems possible is China intervening. RAM isn't as difficult to produce as other chips, so it's possible they might spin up fabs and factories to supply their own domestic market, and eventually start exporting too. Currently 90%+ of RAM is made by Micron (USA), SK Hynix (South Korea) and Samsung (South Korea). China doesn't like to depend on other countries, and it probably has the capacity to manufacture RAM. And, it probably knows that if it gets good at making RAM it has a good chance at outcompeting the other 3 in the long run. So, I don't expect any short term fixes, but in the long run this might mean cheaper RAM with a 4th major supplier.
They're already spinning up fabs since a few years ago, and they're not that far behind. Gamers Nexus did a video on that topic a few weeks ago...
Confused how Nvidia hasn't just started making its own RAM at this point. They have the money to spin up the production.
Same reason ram manufacturers aren't building new production lines. Everyone knows this is a bubble, and when it pops the production from those extra facilities would be surplus and drive down the cost of RAM even further. They're milking it for all it's worth without investing any extra time or money.
I hope you are right.
So say we all.
Also spinning up a new fab, even for RAM will take several years and major investment (billions).
Ideally they should have begun planning back in 2022-2023 when LLMS first came to market.
They've missed a huge opportunity to profit.
I disagree. More supply would mean less profit. Being supply constrained is what drives up prices.
I don't get it. Are hardware manufacturers that short sighted? This will blow over and when it does, good luck getting back the customers nyhat kept your lights on for the past decades
Are computers and phones going to stop needing RAM? Consumers are kind of a captive market as long as we want to keep computing.
I find it much more likely the data giants will begin to redirect and push cloud subscription PCs - end consumers simply won't have access to new memory when the dust settles.
But the companies building phones, cars, etc. need to look somewhere else too. And they won't just switch back later.
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