• carmo55@lemmy.zip
    link
    fedilink
    English
    arrow-up
    0
    ·
    1 month ago

    Who do you think is going to be buying DRAM at the current prices in 2027?

    Before the bubble, there used to be oversupply of DRAM leading to price fixing scandals, that’s what will eventually happen again.

    • ultranaut@lemmy.world
      link
      fedilink
      English
      arrow-up
      0
      ·
      1 month ago

      Probably anyone who wants RAM. 2027 production is mostly already sold, the shortage isn’t going away until there’s more fabs. 2027 is more likely to see higher prices than lower.

      • carmo55@lemmy.zip
        link
        fedilink
        English
        arrow-up
        0
        ·
        1 month ago

        Production being sold out doesn’t mean anything when there are no commercial entities left to actually pay the bill.

    • minfapper@piefed.social
      link
      fedilink
      English
      arrow-up
      0
      ·
      1 month ago

      Unfortunately, we’re not going to get an over supply of DRAM once the bubble pops.

      Most of the current production is HBM, which is juuust architecturally different enough from DRAM to not be useful for desktop computers

      • carmo55@lemmy.zip
        link
        fedilink
        English
        arrow-up
        0
        ·
        1 month ago

        I was under the impression that the underlying memory chips are the ones we have a shortage of, and HBM is just one way to package them?