Memory Prices Indefinitely High: SK Hynix Says Shortage Continues Through 2030 We haven't been complaining about RAM prices quite as much on the podcast
Keep in mind this is a statement by a manufacturer who’s trying to get his customers to sign long term contracts at current prices, so it’s in their interest to have people believe that the shortage continues.
Doesn’t mean it’s not possible, bit it should be read in that context
Yup, long term contracts only benefit them. It locks the customer in, and if the customer can’t follow through, they can go after them for breach, and still have the ability to sell to others and recover their costs. It’s basically a win-win for suppliers.
What do you mean? The fact that the tech corps building the data centres are useless fluff doesn’t mean the memory isn’t being bought, or that there isn’t an actual shortage.
Sure the chip companies are probably doing some OPEC style shenanigans, but for all intents and purposes, there is a shortage driving up the price.
A real shortage would imply that they have no capacity to produce RAM in quantities required to satisfy the market demand. They do and they simply choose not to do that. They also continuously keep throwing in these “news” about RAM prices staying high for a decade to come, driving panic purchases up to further solidify “shortage” claims in the consumer market.
What they are choosing is to not produce anything for the consumer market any longer.
They see these big companies trying to corner the market on cloud services and AI and they’re betting the future is letting these guys control everything.
If all consumers’ money has to be funneled through like 3 or 4 providers, best to bet on those providers and their subcontractors.
Through 2030? I was hoping the AI bubble would have burst by then…. I really should have gone for that 64gb
Keep in mind this is a statement by a manufacturer who’s trying to get his customers to sign long term contracts at current prices, so it’s in their interest to have people believe that the shortage continues.
Doesn’t mean it’s not possible, bit it should be read in that context
Yup, long term contracts only benefit them. It locks the customer in, and if the customer can’t follow through, they can go after them for breach, and still have the ability to sell to others and recover their costs. It’s basically a win-win for suppliers.
There’s also no actual shortage to begin with, it’s a sham through and through.
What do you mean? The fact that the tech corps building the data centres are useless fluff doesn’t mean the memory isn’t being bought, or that there isn’t an actual shortage.
Sure the chip companies are probably doing some OPEC style shenanigans, but for all intents and purposes, there is a shortage driving up the price.
A real shortage would imply that they have no capacity to produce RAM in quantities required to satisfy the market demand. They do and they simply choose not to do that. They also continuously keep throwing in these “news” about RAM prices staying high for a decade to come, driving panic purchases up to further solidify “shortage” claims in the consumer market.
What they are choosing is to not produce anything for the consumer market any longer.
They see these big companies trying to corner the market on cloud services and AI and they’re betting the future is letting these guys control everything.
If all consumers’ money has to be funneled through like 3 or 4 providers, best to bet on those providers and their subcontractors.
This is why capitalism sucks ass.
I bought 32gb DDR5 four months ago at crazy prices, and those two sticks have done better than any sticks I’ve bought in the last year.