Kye-hyun Kyung tells Korean engineering forum that Chinese fabs like CXMT and Jiahe Jinwei could flip the AI-driven memory shortage into oversupply.
  • terabyterex@lemmy.world
    2·
    50 minutes ago

    as someone who self hosts, i will be buying like crazy. i used to just say “ehh , i’ll get it later” - but right now, its hdd availability thats killing me. i am trying to build a nas and wd red plus drives are a week out, with cable guy times. So i have to make sure i will be around in a three day window.

  • Scrubbles@poptalk.scrubbles.techEnglish
    16·
    2 hours ago

    Good, this is what I was hoping for, especially with demand for AI datacenters shrinking. I hope Micron hates themselves for killing off Crucial when this happens

  • Thorry@feddit.org
    2·
    1 hour ago

    It’s a good first step, but I already know they will be fine with only 300% of previous prices. They aren’t investing all this money to sell to the lowest bidder.

    • ☆ Yσɠƚԋσʂ ☆@lemmy.mlOP
      3·
      53 minutes ago

      I mean we’ve seen how prices for Chinese solar and EVs dropped once production ramped up, I expect we’ll see the same with memory and eventually chips too.