alt Hacker NewsDoomers IMO are just click baiting.
There is a saying that is often trotted out my economists "That the cure for high prices, is high prices".
There is a consumer market and business need for DRAM outside of AI. Someone will fulfil the need as there is a high incentive to. It just going to take a bit of time for this to happen. My equipment is going to be fine for another few years. So I am going to just hang tight and make do with what I got for now.
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> Someone will fulfil the need as there is a high incentive to
And those uses which fall short of the new threshold, e.g. hobbyist SBCs, slowly fall away.
I’m just going to try and hang tight as well. But I do wonder if DRAM companies should or should not respond to this pricing situation. The actual AI model training companies buying all the RAM aren’t profitable yet, right? It’s all investment, which can dry up at the drop of a hat.
Main producers actually reduced dram output in 2026. When you have few players with very high capital cost you will end up with cartels like light bulb cartel.