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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

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  • 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).

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    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.

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    • 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
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      mehblah@lemmy.world
      wrote last edited by
      #65

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

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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?

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        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.

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        • 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.

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          • 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

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            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.

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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~

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              • 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

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                • L Kairos

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

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                  jhex@lemmy.world
                  wrote last edited by
                  #71

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

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                  • J jhex@lemmy.world

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

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                    Kairos
                    wrote last edited by
                    #72

                    What market is it?

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                    • Z zamboni_driver@lemmy.ca

                      It’s not an original comment.

                      Cevilia (she/they/…)C This user is from outside of this forum
                      Cevilia (she/they/…)C This user is from outside of this forum
                      Cevilia (she/they/…)
                      wrote last edited by cevilia@lemmy.blahaj.zone
                      #73

                      I thought everyone had heard this meme by now.

                      I edited my post to add the source.

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                      • Cevilia (she/they/…)C Cevilia (she/they/…)

                        I thought everyone had heard this meme by now.

                        I edited my post to add the source.

                        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
                        #74

                        Sorry I didn’t mean anything by that. I don’t care if you post a source or not. I was just answering their question.

                        1 Reply Last reply
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                        • 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
                          yeehaw
                          wrote last edited by
                          #75

                          Game developers should focus on making good fun games without pushing the envelope on graphics, or maybe work more on optimizing things.

                          Microsoft should focus on not making windows a bloated piece of shit that consumes so much memory.

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                          • 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.

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                            yesbutactuallymaybe@lemmy.ca
                            wrote last edited by
                            #76

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                            • Z zamboni_driver@lemmy.ca

                              It’s not an original comment.

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                              Y This user is from outside of this forum
                              yesbutactuallymaybe@lemmy.ca
                              wrote last edited by
                              #77

                              How dare you?!

                              1 Reply Last reply
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