alt Hacker NewsThe headline says "sold out". That doesn't mean prices will go up, that means the memory will not be available at all for many companies and the products they make will not be available to consumers.
Replies
raincole • today at 2:22 AM
It means prices will go up and that's it. If you read "sold out" and immediately believe "no company will have memory in 2027 besides AI companies" then I think you have to reconnect your thoughts to the reality.
The companies making phones will be able to get new memory chips.
Many smaller companies will have issues getting enough, but even they could buy something with memory and rip it out. When you're willing to pay a hefty multiple, you can outbid other people. The shortages are not nearly bad enough to escape standard supply and demand.