this post was submitted on 27 Jun 2026
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They're basically saying the AI companies are going to keep demand elevated to the point that supply will never catch up. It's possible but with variables like public backlash, unrealistic power requirements, eventual financial and AI regulation, I would bet on a painful collapse.
Nah they're saying the like 3 places that manufacture RAM won't drop their prices after
The Chinese fabs should be producing lots of RAM by 2030.
Even if that's true, I'm predicting either AI companies just buy all of that too. Or the US government doesn't allow the import of it because it's from China
China will be running out of people soon. Their birth rate has been in collapse.
But they'll still have plenty of people by 2030.
And if they're not as xenophobic as some other countries I could mention, they could easily solve the population issue through immigration.
China will not collapse. It produces too many goods and its economy is too strong. Birth rates aren’t a problem to the point that they undermine manufacturing.
If someone tries to tell you the story that China will collapse and they seem credible, just reach out to me. I have a bridge for sale that will help you short the Chinese collapse.
The problem is they modify goods, not produce them.
Intellectual property shouldn’t exist. If China wants to “steal” ram designs and sell them for cheaper, then LeT tHe fReE mArKeT wOrK
That’s simply not how the current economy works.
Yeah, but if they started right now I bet they could pump out some new adults inside of 20 years.
They literally can’t.
Old/current ram or new ram? Probably be moving on to DDR6 then
We could always just not, and use whatever RAM we can get. I'd rather have a thriving market with slightly worse RAM than motherboards that require a RAM no one can afford.
DDR2 Prices are up 60% as AI datacenters are slapping together whatever hardware they can get.
There is NO affordable RAM, and this is by design.
I think these are false options. If there's a thriving market for us there's a thriving market for them
DDR5 will probably stick around for a long time if DDR6 is not affordable.
There’s always a collapse on the horizon, I believe many of these stories are worst-case scenarios or a way to help billionaires believe their own hype and swallow the turds to keep capitalism on life support.
Sounds like Lenovo is one of many companies pumping stocks.
I would bet on painful collapse, because the whole model is "winner takes all", which means there is an awful lot of duplication. Even if it ends up more like a commodity with multiple players (because why pay for super powered AI for a task if there is a cheaper low powered alternatives?), the constant scale up makes no sense at all economically. We're already well into diminishing returns with each scale up, and the models continue to be fundamentally flawed.
Lenovo are right that prices won't go back to "normal" - I think there will be a huge crash in prices due to oversupply when the AI boom ends, and some of the big AI companies collapse.
We don't even know if it's currently being produced at greater numbers (as far as I'm aware). The only public info I've seen is that the data centers that haven't been built will need all of the produced RAM based on handshake deals (not contracts). The RAM makers themselves are doubling down on the bubble by investing into the AI generators as well as increasing costs to insane levels in the process which surely reduces the amount of items sold.