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tsimionescutoday at 9:54 AM2 repliesview on HN

> Demand is elastic. If the price of potatoes rises to $1000 / kg most people will switch to using pasta or rice for their dinner instead. There might be a shortage of potatoes at $1 / kg, but not at $1000 / kg.

If potatoes suddenly became $1000/kg, everyone would agree that there is a shortage of potatoes. While sure, people won't starve and will eat other things, it doesn't change the basic fact that there aren't enough potatoes.

The situation with RAM is even worse. If I'm trying to build and sell computing devices, I need RAM. Whether no one is willing to sell RAM at all, or whether they'll sell it only for 10x yesteryears's price, it doesn't make much difference to me, I'm still going out of business. Sure, that will then make demand technically go down, but not the shortage.


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b112today at 10:44 AM

This whole thread is a bad analogy. Take all potatoes out of the market, and:

1) Some people won't be able to afford alternatives. They will starve to death

2) There may not be enough of other foods, so even if people have money, people will starve to death.

There are years where corn or rice or oats are of poor yield. A couple of years of that, and canned food and stored food is gone. It doesn't take long for "we have no <core staple food>", and things become bad.

This isn't a 3 month or year long blip in RAM pricing. If nothing changes, no bubble bursts, we won't see RAM become plentiful until 2035 at least. And a tight supply until 2030.

That's not a year of no potatoes. That's a decade of a core crop, with loads of calories, gone. That's "people are going to starve somewhere" trouble.

(I hate this food analogy, because in the West we've not seen a drought cause people to starve for half a century, if not longer. People are too complacent.

To speak to that, we grow crops where we get best value for the money. And best results. Corn cannot be grown in much of Canada, it needs a LOT of sun to mature, where as wheat can with a shorter growing season. Rice needs lots of water, where as other crops are more tolerant. Potatoes do well in certain soils. If there are no potatoes, you cannot just grow anything in that location.

Take away a core crop, and you can just lose those calories. Especially as farmers won't switch on the first year of a lost crop.)

RAM is quite durable, so I can imagine buying new servers with new CPUs, but instead of DDR5, it has DDR4 RAM slots. A loss of performance to be sure, but a good way to renew your fleet, and reduce the impact of all of this. But such boards aren't really here I don't think, not in quantity.