logoalt Hacker News

infectotoday at 1:59 PM2 repliesview on HN

Sounds like hyperbole. Yes the world is connected yes we are seeing shortages, yes the market is imperfect and it lags but this is how things get fixed. Prices are sorted out, manufacturers make bets on long term capacity. Some will be losers, some will be winners.


Replies

embedding-shapetoday at 2:04 PM

My guess is that many of the current people saying "technology is over and no one will afford their own computer" might have been born after the previous shortages, so it's in reality their first shortage and they have no memories (nor interest reading about) the previous ones, that all eventually washed over, even if at those points there were also people claiming that "No one will have their own SSD in the future, because prices will always be super expensive for consumers from now on".

That's my hypothesis I spent a whole of 30 seconds thinking about anyways.

show 1 reply
gck1today at 2:13 PM

Market is fixing it. Memory makers prioritized HBM and enterprise NAND, some, like Crucial, went out of consumer business entirely.

At the same time, the rational market is behaving rationally - they're not increasing production because they're fearing AI bubble could burst, leaving them with oversupply and expensive factories.

The market, apart from AI market, is behaving exactly as it's designed and as it should. But it doesn't mean outcome is good for everyone.

show 1 reply