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themachinestops@themachinestops@lemmy.dbzer0.com
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Memory Prices Indefinitely High: SK Hynix Says Shortage Continues Through 2030 - PC Perspective

pcper.com/2026/08/memory-prices-indefinitely-high-sk-hynix-says-shortage-continues-through-2030/
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elucubra@elucubra@sopuli.xyz
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Replying to @⁨themachinestops@lemmy.dbzer0.com⁩

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.

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Pringles@Pringles@sopuli.xyz
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Replying to @⁨elucubra@sopuli.xyz⁩

Yea, I wouldn’t be surprised if Samsung and SK Hynix would come to regret their deals with OpenAI once the Chinese have ramped up production and price them out of the market.

⁨Aug⁩ ⁨31⁩, ⁨2026⁩, ⁨13:25⁩en
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