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Video games
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- !gaming@Lemmy.world: Our sister community, focused on PC and console gaming. Meme are allowed.
- !photomode@feddit.uk: For all your screenshots needs, to share your love for games graphics.
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Nobody (aside from China, for purely geopolitical reasons) really wants to invest billions of dollars in a multiple years long process that could be instantly undermined by the popping of the AI bubble.
This level of demand is not sustainable, and the big tech companies know it.
This isn't really accurate, there's been literally hundreds of billions invested over the past several years. The only reason prices are predicted to normalize after 2028 is because that's when the new fabs come online that those investments are paying for.
Who do you think is going to be buying DRAM at the current prices in 2027?
Before the bubble, there used to be oversupply of DRAM leading to price fixing scandals, that's what will eventually happen again.
Probably anyone who wants RAM. 2027 production is mostly already sold, the shortage isn't going away until there's more fabs. 2027 is more likely to see higher prices than lower.
Production being sold out doesn't mean anything when there are no commercial entities left to actually pay the bill.
You should look into what is actually going on in the industry, the bills are getting paid. Companies are even pre-paying for future allocations, and there is a transition towards 5 year contracts.
Unfortunately, we're not going to get an over supply of DRAM once the bubble pops.
Most of the current production is HBM, which is juuust architecturally different enough from DRAM to not be useful for desktop computers
I was under the impression that the underlying memory chips are the ones we have a shortage of, and HBM is just one way to package them?
I thought ireland and a couple of other countries are stepping up quite a bit recently? I know they have been at the forfront of the EUs efforts to start building chips and have been doing so last 10 years to start scaling.
Just did a search, looks like its going to happen: https://wallstreettimes.com/intel-foundry-5-billion-ireland-chip-manufacturing-2026/
Seems like also for geopolitical reasons