alt Hacker NewsThis also put a lot into perspective:
> these memory makers have learned a very particular lesson from the unforgiving history [deep drops in demand] of their industry: always leave demand unmet
I can't blame them for keeping some reserve demand ready so they keep having customers over the years.
Replies
Ilaurens • today at 10:33 AM
I'm no expert analyst on this topic, but I'm worried this time might be different for them. China finally has the technological capability to challenge this time around and they will gobble up the unmet demand, allowing them to get more experience and more money to catch up.
nashashmi • today at 2:31 PM
> always leave demand unmet
And then allow small low cost manufacturers to get the rest of the market... like China has been doing this whole time.
I wonder if this is actually true in the long-term though. If they were to flood the market with lots of high capacity memory, then I think our programs would start using more memory too. As a result we might end up needing more memory faster compared to if they keep demand unmet.
Just consider that a chat application today takes more memory than a full 3D game with thousands of users (including chat) + the operating system used to ~20 years ago. If 128 GB of RAM were the norm then there's a chance we might expect to buy 128 GB of RAM too.
But I suppose it's really a question of how many dollars we expect to spend on memory rather than the specific amounts of memory.