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Many consumer electronics manufacturers 'will go bankrupt' by the end of 2026 thanks to the RAMpocalypse, Phison CEO reportedly says (www.pcgamer.com)
submitted 8 months ago by to c/hardware@lemmy.world
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This mess is going to get a lot worse before it gets better.

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[–] 32 points 8 months ago (2 children)

Well.. The ram manufacturers will have a great surprise when AI doesn't continue growing exponentially and all their other customers have died.

But at least we made the line go up this quarter I guess.

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  • [–] 11 points 8 months ago

    I doubt RAM manufacturers will feel any pain. From the article,

    Pua Khein-Seng is further said to have highlighted that memory manufacturers are now "demanding three years' worth of prepayment (unprecedented in the electronics industry)"

    If they're really being prepaid three years in advance that's a huge cushion. Of course this assumes that it's really money and not just a contract for more money.

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  • [–] 3 points 8 months ago

    I don't think RAM manufacturers will feel any pain. There might be fewer consumer electronics manufacturers after this, but the same demand for consumer electronics. There will be about the same level of production, but just by fewer manufacturers.

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