Micron has warned investors that global RAM shortages will persist into 2028, with CEO Sanjay Mehrotra pointing to AI-driven demand for high-bandwidth memory.

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[–] 8 points 1 month ago (5 children)

Isn't the new Chinese RAM producer going to undercut the big 3? Or will they just become the big 4?

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  • [–] 3 points 1 month ago (2 children)
  • [–] 2 points 1 month ago (1 child)

    More sellers means smaller pieces of the pie for everybody - if supply reaches demand. CXMT will have to distinguish themselves somehow in the market. If it's just virtue of being able to provide chips to those who couldn't get any, then yes, the price doesn't have to drop. But how many data-centers can they build and for how long?

    Endless growth doesn't exist.

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  • [+] 7 points 1 month ago (3 children)
  • [–] 6 points 1 month ago (2 children)

    I mean yeah? Are u never gonna buy RAM again or what?

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  • [–] 7 points 1 month ago

    So glad I did my hardware purchases for the next 5 years before this happened. Could use a new video card though, ugh

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  • [–] 6 points 1 month ago* (last edited 1 month ago)

    Product manufacturer says their product will be in a short supply well into the future while those products are priced sky high so there’s no point in waiting for things to get normal.

    Buy now, no time to think! You’re missing out on AI revolution!

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  • [–] 4 points 1 month ago

    Known price-fixer announced more price fixing! News at 8.

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  • [–] 2 points 1 month ago

    Looking at local prices, laptops are already going up, even on existing stock, while new releases tend to get postponed - new AMD/Nvdia GPUs, Medusa Halo. Nvidia RTX Spark laptops are launching next week, and prices are expected to be even higher than initial plans (+ DGX Spark price hikes).

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