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LordAtlas | 2 months ago

How the heck is this going to pan out? Memory prices are already crazy high and forecasts say there is going to be no respite till end of 2026. Are people just going to stop buying devices and computers? The downstream effects of this (in a scenario where every device needs memory) are bonkers.

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ndiddy|2 months ago

Both Hynix and Samsung won't be expanding production very much (see https://www.hankyung.com/article/2025120168881 ), so I expect the shortages to continue. Obviously buying RAM a la carte will be extremely cost prohibitive until they end. Eventually GPUs will go up as well. AMD already doesn't bundle VRAM with its GPUs, and nVidia just announced they'd stop bundling VRAM as well. If you're looking at getting a new GPU, I'd say puill the trigger now. Cell phones and prebuilt computers shouldn't be as much of a problem (assuming the shortages aren't extremely protracted), as those manufacturers have long-term deals with their suppliers that don't expose them to as much volatility. It might help Apple's RAM upgrade prices seem sane :)

Tadpole9181|2 months ago

Just to be clear, "won't be expanding production" is a euphemism for "illegally price fixing again".

int32_64|2 months ago

So far is this just affecting PC builders? Has Apple adjusted their prices? Is this as bad as peak ETH mining yet where every prebuilt is sold out because it's getting raided for parts and was priced at MSRP?

dmm|2 months ago

> Are people just going to stop buying devices and computers?

I'm sure Apple and Samsung will still have access to chips. Maybe this is just the beginning of the end for access to general-purpose computing for the masses.

ferrouswheel|2 months ago

All part of the plan to force everyone to rent compute. Evil bastards.