Pay attention to history. Supply crunches like this are followed by supply glut.
There’s a reason why a company like SanDisk is signing multi year fixed price contracts now with the big data guys. That’s not a bet on hardware prices continuing to rise.
Bullshit. Chinese RAM is ramping up to world scale levels. LLMs are reaching massive diminishing returns points, and open weights local AI setups that are near frontier level, and which can be run on consumer level hardware are already here, and getting very hardware efficient. The AI bubble burst is very close. Memory makers are pushing FOMO buying.
RAM salesman says RAM prices should bstay obscenely high. Shocking!
Through 2030? I was hoping the AI bubble would have burst by then…. I really should have gone for that 64gb
Keep in mind this is a statement by a manufacturer who’s trying to get his customers to sign long term contracts at current prices, so it’s in their interest to have people believe that the shortage continues.
Doesn’t mean it’s not possible, bit it should be read in that context
I bought 32gb DDR5 four months ago at crazy prices, and those two sticks have done better than any stocks I’ve bought in the last year.
Hoping to bring people, who are holding off, to buy now, before the bubble bursts and memory is dirt cheap, huh?
