• The AI-driven memory shortage doesn't just affect PCs
  • More capacity is coming, but not before 2027
  • Low-margin budget products are likely to be hit hardest
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[–] 7 points 10 months ago

No one thinks that. Not the hardware OEMs, not the consumers, not the CEOs, not even the investors. It's all just a grift to see how high it can get before it pops.

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