The RAM shortage could last years

Re:The RAM shortage could last years by michaelbuckbee on Sunday April 19, 2026 @07:00PM (#47828466)

Memory makers make capital investements (build different factories, convert physical production lines, etc.) to meet orders that have been place for the next ~5 years.

OpenAI (or whoever) crashes and can't pay for the order leaving the memory makers in a tough spot.

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Re:The RAM shortage could last years by justsomehnguy on Monday April 20, 2026 @01:03AM (#47830567)

> leaving the memory makers in a tough spot

Oh noes! Think of a poor memory makers!

The amount of money flowing both from the AI bubble and from quite literally scalping both the server and consumer market... They gambled on the opportunity and if they fail - it's their problem.

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Re:The RAM shortage could last years by 0-_-0 on Monday April 20, 2026 @03:14AM (#47831247)

Exactly, that's why they are not building more capacity and that's why RAM prices will stay up for years.

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Re:The RAM shortage could last years by justsomehnguy on Monday April 20, 2026 @01:25PM (#47837637)

And how is that a problem and more importantly how's that a problem of Average Joe?

Capitalists did their gamble things. If they fail in that gamble what forbids them to sell the regular RAM they made for AI bubbleists to the regular consumers? Besides HBM it's just the regular chips which are exactly the same for the consumer/server market, why it would be any different?

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