posted in Technology
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. 
Replying to @cantankerous_cashew@lemmy.world
Why are AI companies buying consumer grade RAM?
Replying to @jordanlund@lemmy.world
They aren’t?
They are buying up capacity from manufacturers who are stopping production of DRAM and pivot to HBM which is more profitable. Abandoning DRAM which affects a lot more than just “consumer grade RAM”
Replying to @douglasg14b@lemmy.world
They’re publicly traded companies. Their investor meetings point out that HBM is not more profitable.
It is in theory more guaranteed profit because it’s a smaller number of bigger contracts. But that’s the gamble they’re making.
Replying to @turmacar@lemmy.world
But isn’t it kind of a game of chicken then for the consumer markets? Whoever gambles the other way, can win in both volume and availability, being able to cut the others off market just by pricing, enabled by the prior two points, get brand points by the ladle while at it, and kind of become a staple of the consumer market. When the bubble pops and others return, the market isn’t the same and everyone else sits at a disadvantage?
Replying to @orgrinrt@lemmy.world
Yes.
Which is why it’s bad that the only 3 companies with capacity currently are colluding.