this post was submitted on 24 Jun 2026
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coupled with the fact that the cartels refuse to expand production; this tells me they're realistic about the moment - it's not going to be a decade of future humongous peak RAM consumption, because otherwise they'd be blisteringly stupid (to lose out on those potential increased sales)... https://www.tomshardware.com/pc-components/dram/memory-makers-have-no-plans-to-increase-production-despite-crushing-ram-shortages-modest-2026-increase-predicted-as-dram-makers-hedge-their-ai-bets
They see the AI bubble for what it is, just like the rest of us, and they don't want to be holding warehouses full of shovels when the gold stops coming.
entirely agree. if there were overproduction it would cause the prices to crash, can't have that.