Pay attention to history. Supply crunches like this are followed by supply glut.
There's a reason why a company like SanDisk is signing multi year fixed price contracts now with the big data guys. That's not a bet on hardware prices continuing to rise.
Unavoidably high prices are unavoidable says company who's actions are causing prices to be high
Yeah. Sure.
RAM salesman says RAM prices should bstay obscenely high. Shocking!
Bullshit. Chinese RAM is ramping up to world scale levels. LLMs are reaching massive diminishing returns points, and open weights local AI setups that are near frontier level, and which can be run on consumer level hardware are already here, and getting very hardware efficient. The AI bubble burst is very close. Memory makers are pushing FOMO buying.
SK Hynix has strong incentives to say this. It's an unremarkable statement.
I really, really hope that the Chinese take most of the market away from these assholes.
Sure, as long as you don't account for the AI bubble ever bursting. After that, memory will be cheap. We'll be living in an economic hellscape, but the memory will be cheap.
I don’t like conspiracy theories but hugging face was bought, tens of thousands of Mac’s were bought, RAM is “indefinitely “ high priced.
Starting to feel someone doesn’t want the self hosted AI to get legs.
Could it be again due to price fixing agreements. It's a real cartel!
Help us, China. You're our only hope.
Goddammit this is so infuriating as a homelabber
There is no shortage, the ram is being hoarded by ai bros
Isn't there a 4rth RAM producer in China that is starting to make waves?
The memory price fixing will continue until profits continue to rise.
Honest question, why would the prices at this point ever go down again, even if the AI bubble pops?
Those companies are now used to these profits. For them, profits always have to increase year after year. If there's no other choice of vendor (and I know this would open an opportunity for a new vendor to come and be cheaper, but if it were that easy with RAM it would have happened already), why would they even care to reduce it again?
Implicit in this prediction, is the assumption that AI data-center demand will continue that long.
Of course. The predictions were that they'd remain high until 2030, not that they'd go down after that.
It’s gonna be pretty funny when the bubble bursts and the memory and GPU companies that fucked over their bread-and-butter consumers, have to come groveling back to us in order to prop up their companies once again. I’m so goddamn sick of tech I might try to ride it out with my 2019 laptop for the foreseeable future. If a game doesn’t run on it, it will just become a game I don’t play.
I think SK Hynix's projection is incredibly naive. I'd be surprised if by 2028 the Chinese haven't captured this market yet, inevitably impacting prices.
You don't have to be an oracle to expect this, it is a fact that CXMT is already scaling up consumer DDR5 production. Yes they are behind in technology, but home users won't care much as long as they can put them into their DDR5 mobos & run them in dual channel..
Anyway my prediction is that 2 years from now the prices will be significantly down, but still high compared the business as usual & the moment the bubble pops -if it does & not before 2029- prices will go down to what's normal or even below normal for the larger sticks.
On so sorry guys we have no idea how we could lower the prices that are making us rich. I mean we could increase the supply and work towards a new norm of what the market needs but that'll take at least a decade of high prices.
SK Hynix, who recently floated on the stock exchange, says thing to prevent line go down.
And now, the weather
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