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vdupras | 6 days ago

Silver lining: can you imagine how dirt cheap RAM will be after that bubble has popped? Oh my...

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maxboone|6 days ago

RAM producers aren't adding more capacity on the non-HBM side of things, so we shouldn't see a dramatic drop in pricing if AI HBM memory demand drops.

vdupras|6 days ago

If we end up with metric tons of unused HBM memory lying around, I'm sure that someone will design a general purpose computer using them, or design a HBM-to-DDR interface.

Ekaros|6 days ago

It won't. Demand is being pushed forward. That means that longer this situation take longer it will take for prices to recover to same levels.

vdupras|6 days ago

If you delay your iPhone upgrade because of RAM prices, you're not going to buy two at once because you were delayed. So push, forward, push forward, sure, but to a point.

gck1|6 days ago

No manufacturer is increasing supply though. RAM, SSD, HDD - they just reallocated their existing supply to AI.

agoodusername63|6 days ago

Your home systems can slot in HBM? Doubt that.

poszlem|6 days ago

This is a simplistic view of why the prices are the way they are.