Memory Companies Have Destroyed the Consumer Market

Re:Memory Companies Have Destroyed the Consumer Market by em-bee on Tuesday September 29, 2026 @10:27PM (#49903650)

the market can't fix this. the problem here is that the consumer market is dwarfed by big buyers. the consumer market is simply less profitable. traditionally when a market is no longer profitable enough for big businesses, it opens the room for new small businesses to step in. but that won't work here unless someone finds a way to make small fabs profitable.

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Re:Memory Companies Have Destroyed the Consumer Market by CBLT on Tuesday September 29, 2026 @11:24PM (#49904021)

I buried the lede in my suggestion. I was saying that a future would give enough time to build or expand the fab in order to fill it. This means the company can fill an arbitrarily large number of orders - both consumers and big players - because it will just build the capacity to meet it.

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Re:Memory Companies Have Destroyed the Consumer Market by em-bee on Thursday October 01, 2026 @12:55AM (#49917884)

but if the AI RAM market is so much more profitable than the consumer RAM market, who is going to buy consumer RAM futures?

to buy consumer RAM futures i would have to predict the price the RAM can be sold at 5 or 10 years from now. that seems very risky. why would i do that instead of buying AI RAM instead?

[ Parent | on HN ]