this post was submitted on 24 Jun 2026
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yeah this is kind of the pattern with ram price fluctuations.
Ram demand goes up.
Ram prices go up.
Ram makers say they'll increase capacity.
Nothing happens, they may open new factories but close older lines, or they may start to open another fab but then for whatever reason it doesn't work.
Ram prices go up.
The decision to build the new Boise fab in question (to start production in 2027) was made in September 2022. ChatGPT was made available to the public in November 2022. The new fab is likely not a response to significantly increased demand at the time but an investment made in expectation of increased demand (GPT-4 could already be tested in 2020, maybe they foresaw the LLM hype). They make DRAM. Isn't it likely that prices are going to drop once production starts at the new fab?
https://investors.micron.com/news-releases/news-release-details/micron-invest-15-billion-new-idaho-fab-bringing-leading-edge
Micron Locks In Historically High Memory Prices For Five Years
https://m.slashdot.org/story/455824
ho lee fuggin sheeeeeeeeeeeiiiiiiiiiiit
Even massive efforts to build new chip fabs aren’t much help, he said, because the increasing complexity of new memory types means it takes longer to build factories – and when they come online there still won’t be enough capacity to build both the high-bandwidth memory needed for AI and other types of NAND and DRAM.
Well, shit. So much for that. Is that even legal?
Another source with same info...
https://www.heise.de/en/news/Micron-sets-high-memory-prices-for-5-years-11344834.html
AI should be illegal if this is the consequence. fuuuuUUUUuu