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  3. Memory crisis expected to last until 2031, supply already allocated for 2026

Memory crisis expected to last until 2031, supply already allocated for 2026

Scheduled Pinned Locked Moved PC Gaming
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  • Cevilia (she/they/…)C Cevilia (she/they/…)

    To spell this out clearly, the reason RAM has quadrupled in price is that a huge quantity of RAM that hasn’t been produced yet has been bought with money that doesn’t exist to populate GPUs that also haven’t been produced to go in datacenters that haven’t been built powered by infrastructure that may never exist to meet a demand that doesn’t exist at all to make profit margins that mathematically can’t exist while economists talk about this thing they call the “rational markets hypothesis”.

    (source)

    Y This user is from outside of this forum
    Y This user is from outside of this forum
    yesbutactuallymaybe@lemmy.ca
    wrote last edited by
    #53

    This meme is pretty new, like from the future, but it checks out.

    O 1 Reply Last reply
    15
    • Y yesbutactuallymaybe@lemmy.ca

      This meme is pretty new, like from the future, but it checks out.

      O This user is from outside of this forum
      O This user is from outside of this forum
      orbitz@lemmy.ca
      wrote last edited by
      #54

      Okay I’m old is this a actually newer meme or was it a joke to post the reply?

      It does sound familiar (like close to a movie line) but also sounds accurate. If the bubble pops so much memory available cheaper.

      Mean I’m only 1 year into my PC build but I tend to do them every 4 years or so…crap that’s only 5 years from now I thought it was longer, but still lot closer than I thought from first read. Least at this age time goes by quickly, for better or worse heh.

      Z Y 2 Replies Last reply
      1
      • O orbitz@lemmy.ca

        Okay I’m old is this a actually newer meme or was it a joke to post the reply?

        It does sound familiar (like close to a movie line) but also sounds accurate. If the bubble pops so much memory available cheaper.

        Mean I’m only 1 year into my PC build but I tend to do them every 4 years or so…crap that’s only 5 years from now I thought it was longer, but still lot closer than I thought from first read. Least at this age time goes by quickly, for better or worse heh.

        Z This user is from outside of this forum
        Z This user is from outside of this forum
        zamboni_driver@lemmy.ca
        wrote last edited by
        #55

        It’s not an original comment.

        Cevilia (she/they/…)C Y 2 Replies Last reply
        4
        • Mugita SokioM Mugita Sokio

          And yet, we pay for most of it with our PII. In other words, we’re getting doxxed big time with these surveillance services.

          D This user is from outside of this forum
          D This user is from outside of this forum
          dubyakay@lemmy.ca
          wrote last edited by dubyakay@lemmy.ca
          #56

          Why’d you remove your upvote on your own comment?

          Edit: wtheck you do this on all your comments.

          Mugita SokioM 1 Reply Last reply
          1
          • I inclementimmigrant@lemmy.world

            What I heard on the ground floor from various system integrators, components manufacturers, and other companies, is memory supply has been tied up for all of 2026, and that shortages could last as long as until 2031.

            Sure it’s scuttlebutt but wouldn’t surprise me as being true.

            Just a moment...

            favicon

            (www.tweaktown.com)

            C This user is from outside of this forum
            C This user is from outside of this forum
            chunes@lemmy.world
            wrote last edited by
            #57

            eli5 why doesn’t someone produce ram and refuse to sell to AI companies and make a bloody fortune?

            M C T 3 Replies Last reply
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            • C chunes@lemmy.world

              eli5 why doesn’t someone produce ram and refuse to sell to AI companies and make a bloody fortune?

              M This user is from outside of this forum
              M This user is from outside of this forum
              mholiv@lemmy.world
              wrote last edited by mholiv@lemmy.world
              #58

              Because the AI companies will just offer to buy at a higher price.

              If you refuse to sell to AI companies you will make a small fortune yes. If you sell to the highest bidder you’ll make a larger fortune.

              1 Reply Last reply
              26
              • D dubyakay@lemmy.ca

                Why’d you remove your upvote on your own comment?

                Edit: wtheck you do this on all your comments.

                Mugita SokioM This user is from outside of this forum
                Mugita SokioM This user is from outside of this forum
                Mugita Sokio
                wrote last edited by
                #59

                That’s for unbiased upvote and downvote totals. I did this with all my comments, though I periodically check to see if I missed any. I decided to get that done one day, and I never looked back.

                1 Reply Last reply
                1
                • Z zedotelhado@lemmy.world

                  You are not wrong about the reallocation part. However, if you see the actions from micron (fuck you micron BTW), they are going all in and having a shit storm in PR on the consumer side. If they are taking these risks without proper assurances, then they are utterly deranged

                  C This user is from outside of this forum
                  C This user is from outside of this forum
                  cazssiew@lemmy.world
                  wrote last edited by
                  #60

                  I’m not sure there’s a way to have proper assurances for such vast sums of silicon and money. You’re going with the flow of the speculation at that point. If it pops, their best hope is for bailouts to save them (not unrealistic, but their interlocutors will then be governments, not corporations).

                  Z 1 Reply Last reply
                  2
                  • Z zedotelhado@lemmy.world

                    You are not wrong about the reallocation part. However, if you see the actions from micron (fuck you micron BTW), they are going all in and having a shit storm in PR on the consumer side. If they are taking these risks without proper assurances, then they are utterly deranged

                    M This user is from outside of this forum
                    M This user is from outside of this forum
                    matlag
                    wrote last edited by
                    #61

                    Promises of buying only work if the buyer still exists at the time you produce the goods.
                    Besides, I’m pretty sure that the main buyers type on the consumer side are PC and phone makers. So they could go back there almost unharmed.

                    1 Reply Last reply
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                    • PavidusP Pavidus

                      The solution is surprisingly simple:

                      “Sorry, I can’t use your online services. My electronics died. Oh well.” 🤷‍♂️

                      M This user is from outside of this forum
                      M This user is from outside of this forum
                      matlag
                      wrote last edited by
                      #62

                      “No worries! We just launched Chat-Phone: a cellphone totally connected to ChatGPT. It has almost no capability by itself: poor CPU, min RAM, min/no storage, etc. But it is always connected to ChatGPT!
                      BTW: because of RAM shortage, we are the only smartphone maker in the world now!”
                      The phone is 50$, but you need the premium subscription for it to work…

                      1 Reply Last reply
                      5
                      • C chunes@lemmy.world

                        eli5 why doesn’t someone produce ram and refuse to sell to AI companies and make a bloody fortune?

                        C This user is from outside of this forum
                        C This user is from outside of this forum
                        coleslaw4145@lemmy.world
                        wrote last edited by
                        #63

                        Samsung

                        SK Hynix

                        Micron

                        That’s why.

                        Developing DRAM manufacturing capability is insanely difficult and hugely expensive. Almost all the worlds DRAM comes from one of these three names and they’re already making their fortune selling to AI companies. They don’t care about how many penny’s people like you or me can scrape together.

                        1 Reply Last reply
                        4
                        • C cazssiew@lemmy.world

                          I’m not sure there’s a way to have proper assurances for such vast sums of silicon and money. You’re going with the flow of the speculation at that point. If it pops, their best hope is for bailouts to save them (not unrealistic, but their interlocutors will then be governments, not corporations).

                          Z This user is from outside of this forum
                          Z This user is from outside of this forum
                          zedotelhado@lemmy.world
                          wrote last edited by zedotelhado@lemmy.world
                          #64

                          You do have a good point that at a certain point it is not possible to have assurances as in values. However, there are other assurances that can be even more important, such as, contractual ones. If they do not have the proper assurances at that level too up to a certain point, then everyone is highly blindsided on the c suite.

                          But my biggest point has to do with burning a massive bridge, the consumers, and take a dive into this nonsense.

                          1 Reply Last reply
                          0
                          • I inclementimmigrant@lemmy.world

                            What I heard on the ground floor from various system integrators, components manufacturers, and other companies, is memory supply has been tied up for all of 2026, and that shortages could last as long as until 2031.

                            Sure it’s scuttlebutt but wouldn’t surprise me as being true.

                            Just a moment...

                            favicon

                            (www.tweaktown.com)

                            M This user is from outside of this forum
                            M This user is from outside of this forum
                            mehblah@lemmy.world
                            wrote last edited by
                            #65

                            When the bubble pops most of that gear will be useless for consumer use.

                            1 Reply Last reply
                            2
                            • C chunes@lemmy.world

                              eli5 why doesn’t someone produce ram and refuse to sell to AI companies and make a bloody fortune?

                              T This user is from outside of this forum
                              T This user is from outside of this forum
                              thomaswilliams@lemmy.world
                              wrote last edited by thomaswilliams@lemmy.world
                              #66

                              If there was really any demand more DRAM would be being produced.

                              The reality is most datacentre companies have warehouses full of DRAM and GPUs waiting for datacentres to be built. By the time they will be built, the GPUs they have stashed will be obsolete.

                              PC sales - and PCs use a lot more DRAM than phones - are falling off a cliff.

                              So there is no real future demand, that’s why no ones building chip fabs.

                              1 Reply Last reply
                              2
                              • I inclementimmigrant@lemmy.world

                                What I heard on the ground floor from various system integrators, components manufacturers, and other companies, is memory supply has been tied up for all of 2026, and that shortages could last as long as until 2031.

                                Sure it’s scuttlebutt but wouldn’t surprise me as being true.

                                Just a moment...

                                favicon

                                (www.tweaktown.com)

                                H This user is from outside of this forum
                                H This user is from outside of this forum
                                hugenerd@lemmy.ca
                                wrote last edited by
                                #67

                                Penis! I picked a fine time to finally want to upgrade my Win 7 laptop from 2011.

                                1 Reply Last reply
                                2
                                • C Random Dent

                                  I’m genuinely putting money aside for when the AI bubble pops so I can hopefully hoover up some cheap computer parts lol

                                  S This user is from outside of this forum
                                  S This user is from outside of this forum
                                  SpaceCadet
                                  wrote last edited by
                                  #68

                                  There won’t be “cheap computer parts”, it will all be datacenter junk that’s useless to a consumer, like rackmounted servers with insanely loud fans and “GPUs” that can’t output an image or play games.

                                  1 Reply Last reply
                                  1
                                  • Z This user is from outside of this forum
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                                    zink@programming.dev
                                    wrote last edited by
                                    #69

                                    Too bad it will be difficult for us to see all their fancy cheap RAM through all the yummy Venezuelan oil covering this place! It’s totally worth my eyes and skin stinging a little bit all the time. Oh and my lungs of course.

                                    ~sad /s~

                                    1 Reply Last reply
                                    1
                                    • I inclementimmigrant@lemmy.world

                                      What I heard on the ground floor from various system integrators, components manufacturers, and other companies, is memory supply has been tied up for all of 2026, and that shortages could last as long as until 2031.

                                      Sure it’s scuttlebutt but wouldn’t surprise me as being true.

                                      Just a moment...

                                      favicon

                                      (www.tweaktown.com)

                                      C This user is from outside of this forum
                                      C This user is from outside of this forum
                                      commander@lemmy.world
                                      wrote last edited by
                                      #70

                                      I’m betting on a $700/$800 Steam Deck 2 when that launches and that being a solid deal. PS6 and it’s rumored 36GB of memory, don’t hold your breath for a release

                                      1 Reply Last reply
                                      0
                                      • L Kairos

                                        The market can remain irrational longer than you can remain solvent.

                                        J This user is from outside of this forum
                                        J This user is from outside of this forum
                                        jhex@lemmy.world
                                        wrote last edited by
                                        #71

                                        this is not “the market” that phrase is referring to

                                        L 1 Reply Last reply
                                        2
                                        • J jhex@lemmy.world

                                          this is not “the market” that phrase is referring to

                                          L This user is from outside of this forum
                                          L This user is from outside of this forum
                                          Kairos
                                          wrote last edited by
                                          #72

                                          What market is it?

                                          J 1 Reply Last reply
                                          0

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