this post was submitted on 19 Aug 2026
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[–] Fizz@lemmy.nz 15 points 1 week ago (8 children)

There is so much over investment in memory its going to be dirt cheap again in 2028

[–] Bitswap@lemmy.dbzer0.com 24 points 1 week ago (6 children)

This is simply not true. All the major players are not investing in production. They are simply letting the demand stack and prices to rise.

China entering the market will help some, but expect these chips to be banned quite quickly in the western world for fear of communists. They are already blacklisted by many companies.

[–] Fizz@lemmy.nz 19 points 6 days ago* (last edited 6 days ago) (5 children)

Yes they are. Samsung and SK hynix are building 4 new fabs I'm Korea 1 in the US. Sandisk and kioxia are building extra capacity in Japan. Micron is building new fan in the US. Its nearly a trillion in investment for additional capacity. These are expected to hit the market in 2027 and 2028 with lag to backfill demand.

Chinese ram will be good but not good enough to block it. Business will keep buying the high preformance stuff and consumers can have the cheap modules but they buy so little it won't affect anything.

[–] Smaile@lemmy.ca 2 points 6 days ago

Sounds like it'd be a good idea to get an xl motherboard

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