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fsckboyyesterday at 11:56 PM2 repliesview on HN

if a shortage lasts years, it's not a shortage. "The market clearing price of RAM in the face of expected sustained healthy demand should lead to a stable market for years."

even if gaming is and will remain very popular for years, it and the desire to upgrade gaming rigs is still a discretionary activity with more price elasticity of demand than corporate uses for RAM in the dawn of the AI age. gamers live on the margin of this market, where low prices will stimulate upgrades and high prices will lead to holding out. The complaints about price are real, but that segment of the market is some combination of less large and less important.


Replies

philistinetoday at 12:45 AM

Why are you only talking about gamers? Apple, the most cautious planners in the whole industry have straight up cancelled their 512gb RAM Mac Studio. Don’t ask; they won’t sell you one.

Everybody’s getting pinched, not just the gamers.

ls612yesterday at 11:59 PM

The issue is supply is inelastic so even as prices soar they can only make more so fast and that won’t get fixed until 2028.