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0 pointsicwtyjj4d ago0 comments

A lot of discussion surrounding the ram shortage seems to imply that it will recover, but AI companies slurping up ram for training hasn't gone down and probably won't ever. Is there any signs that the situation is improving or is this just the new normal?

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librasteve4d ago

RAM has always been a boom/bust cycle - a square wave with the period about the time it takes to bring a new state of the art fab online (3 years ish)

NooneAtAll34d ago

boom-bust cycle historically used to apply only to latest generation (f.e. DDR5 now), but current crisis affects previous gen DDR4 as well (and a bit of DDR3 too)

It feels much more like cartel behaviour, where all the players recognized blame can be redirected to "Ai demand" and "Sam Altman secret deal"

bilegeek4d ago

I hope it won't be this bad forever, but RAM companies are currently slow-walking any booms (not fast-tracking new fabs, etc.) in hopes of avoiding a bust. Seems it'll be more of a slow decay to still-inflated pricing.

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