posted in Technology

cantankerous_cashew@cantankerous_cashew@lemmy.world

2027 RAM Capacity Has Reportedly Been Sold out

www.ign.com/articles/ramageddon-continues-another-year-as-2027-memory-capacity-is-reportedly-sold-out
IGNNow That 2027 RAM Manufacturing Capacity Has Reportedly Been Sold Through, It's Hard To Imagine the RAMageddon Ending Any Time SoonA new report suggests that all three memory manufacturers — Samsung, SK Hynix, and Micron — have collectively sold through their 2027 memory manufacturing capacity to AI companies.
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Dookieman12@Dookieman12@piefed.social

Replying to an earlier post

My prediction:

  1. Investors continue to fuel demand, choking supply
  2. Plans to monetize LLMs don’t pan out
  3. Eventually, lenders call their margins
  4. Investors see the called margins and get spooked; demand fizzles
  5. AI companies desperately try to liquidate their positions. Seeing the price of components, there’s a rush to sell while prices are high.
  6. PC components flood the market
  7. Record high supply, record low prices
  8. PC gaming golden age
Wildmimic@Wildmimic@anarchist.nexus

Replying to an earlier post

HBM and Vera Rubin are not useful for PC Gaming, at least not for current architectures. Main issue is that DDR5 production simply got cut to make more HBM. But there will be a huge amount of LPDDR, NVME / SSD drives and refurbished Hard Drives available, and hardware for running inference at home for pretty powerful models will become cheap as fuck, liberating us all from the hyperscalers; the open weights models from china are available for everyone.

At least i pray it will be this way.

brucethemoose@brucethemoose@lemmy.world

Replying to @⁨poopkins@lemmy.world⁩

If the memory wafers are largely HBM, so they can’t be used for gaming hardware.

If you’re thinking of HBM gaming GPUs, the chip design pipeline is too long. If Nvidia/AMD/Intel started making one right now, and rushed it, it would still be many years away.

…However, a lot of LPDDR5 is being made too.

Hence the rumors of AMD hedging their bets and using LPDDR for some future GPUs.

brucethemoose@brucethemoose@lemmy.world

Replying to @⁨PalmTreeIsBestTree@lemmy.world⁩

I’m not sure I worded this right before, but it takes ~half a decade to plan and produce a GPU.

They can’t just switch out the bus or memory on an existing design.

So they could make a HBM gaming GPU. But they would have had to have started ~2 years ago.

…That’s extremely unlikely.

It’s unlikely they’ll even plan one now.

AMD did indeed try making HBM gaming GPUs, and it turns out it’s supremely uneconomical; they immediately pivoted to the opposite extreme (narrow bus + larger cache).

However, LPDDR GPUs appear to already be in the pipe, so that will provide some GPU market relief.

Edited ⁨⁨Aug⁩ ⁨8⁩, ⁨2026⁩, ⁨16:09⁩⁩en