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A comment on Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026. Parent comment

Re:Micron CEO Says Memory Supply Will Be Much Tighter in 202... by newsclues on Thursday October 01, 2026 @10:05PM (#49929165)
HBM consumer GPUs.

RAM production is easier to transfer same with flash

But sell it to consumers, where there is pent up demand

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Re:Micron CEO Says Memory Supply Will Be Much Tighter in 202... by m4rtink on Friday October 02, 2026 @11:00AM (#49934268)
Given that even small GPU repair companies in China can put GPU chips on new boards with double the original memory, I would not be surprised to see the same people selling HBM from scrapped AI data centers acting as RAM on adapter boards. ;-)
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