alt Hacker News> once the RAM bottleneck passes
Do we have evidence that this will actually happen? Maybe the belief that it won't pass is what requires evidence, but I think there's a widespread feeling right now that things are just getting permanently worse and this is one example.
Replies
api • yesterday at 10:22 PM
It'll probably take a few years. There's many fabs under construction.
One thing holding back capacity expansion is that a lot of people are concerned this is a bubble. They're worried it'll pop and leave them with orphaned assets if they over-invest in production.
Of course maybe they're right and that will happen. If the data center construction boom ends, RAM prices will fall.
Micron have sold RAM for the next 4 years at current prices, so there are buyers expecting this to stay the same.