this post was submitted on 27 Jun 2026
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I wouldn't say "never," but it's very likely that RAM prices will not return to pre-AI (read: bullshit) levels. Many markets do this; hike up to crazy levels during a boom, come back down 80%, rinse and repeat.
The only thing that might put a stop to it is competition or the unicorn business that focuses upon everyday consumers and not purely profit (lol). I'm hopeful China is able to be a spoiler to this current tech hegemony, given general US hegemony is basically over, but the home computing market is probably fucked in the meantime.
maybe i'm naive, but if it's so profitable to make RAM in the long-term, why wouldn't competition emerge? I get not investing in the startup costs just for a bubble, but that's not what we're talking about here.
Making ram is incredibly hard and expensive, that’s why there are only 3 companies in the entire world that do it. For a new company to attempt to do it now, they’d have to outlay tens/hundreds of billions of dollars and a decade before they see a cent of revenue.
And ASML making the lithography machines for basically everyone... You can't just "make more" ram without scaling ASML too.