alt Hacker NewsI fear the author and most commenters are not aware of the law of demand and supply. If there is demand for consumer RAM, there will be supply for consumer RAM. It just takes time and risk-assessment to scale up operations.
We have RAM shortage now, we will have very cheap RAM tomorrow. It’s not like production is bottlenecked by raw materials. Chip companies just need to assess if the demand by AI companies will last so it’s better to scale up, or perhaps they should wait it out instead of oversupplying and cutting into their profits.
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eulgro • yesterday at 1:08 PM
The law of supply and demand works in a perfect competition market.
There are two RAM suppliers...
We're talking about advanced semiconductor manufacture. It takes years and 100s millions to billions of dollars to scale up operations. That's something you don't do unless you know there's demand to sustain it in future.