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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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gedaliyah@gedaliyah@lemmy.world
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Replying to @⁨themachinestops@lemmy.dbzer0.com⁩

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.

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WhyJiffie@WhyJiffie@sh.itjust.works
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Replying to @⁨gedaliyah@lemmy.world⁩

why would it be cheap, if people would buy it at 4x the normal price?

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gedaliyah@gedaliyah@lemmy.world
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Replying to @⁨WhyJiffie@sh.itjust.works⁩

The price is only high because of the artificial demand from all the data centers. Manufacturers are increasing production capacity to provide more supply. Once the bubble bursts, that demand will drop, but the production capacity will still be there. Supply and demand. Price will go down.

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madcaesar@madcaesar@lemmy.world
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Replying to @⁨gedaliyah@lemmy.world⁩

I thought of the problem is they aren’t ramping up production because they think AI is a bubble

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boonhet@boonhet@sopuli.xyz
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Replying to @⁨madcaesar@lemmy.world⁩

First new fabs are being opened this or next year last I heard. AI boom started in 2022 and fab construction and setup time is said to be 4 years (or more if there are issues).

Of course the question is, will they be making more DDR or more HBM…

⁨Sep⁩ ⁨1⁩, ⁨2026⁩, ⁨06:33⁩en
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