SK chairman warns global memory shortage may last through 2030
“The shortage stems from a lack of wafer capacity, and securing additional wafers takes at least four to five years,” he said. “We expect the industry-wide supply shortfall to persist at over 20 percent through 2030.”
https://www.koreatimes.co.kr/business/companies/20260317/sk-chair-warns-global-memory-shortage-may-last-through-2030Open linkView original on lemmy.nz129
Comments18
Obviously they want people to believe that this isn't going to end soon to get you buy RAM at the current shitty prices.
Counter offer: I use my very old PC for several more years and pray it doesn't die before this stupid bubble pops.
I bought some extra RAM about a year ago, not because I needed it but because it was cheap and I figured I might as well fill up the open slot.
Damn, I got lucky!
Best way to upgrade the RAM in your old computer is to install Linux.
Well, the main upgrades needed are CPU and GPU for gaming, which is definitely subpar on recent games.
Linux is definitely part of the plan though, but my impediment is laziness (same reason the PC upgrade was delayed).
Yep it's more work upgrading components than people like to admit, if you want to be frugal.
Yep. I get stuck in analysis paralysis too. Like the price of GPUs in particular it's been hard to time a 'good time to buy' a major upgrade in the last decade because there's being something driving price cycles artificially multiple time and for extended periods.
The ram cartel has decided that it is profitable to keep supply artificially limited.
They've definitely never done that before.
DeBeers, diamonds and FOMO marketing... not a new strategy.
But also not necessarily artificial scarcity in this case. Hard to tell.
I'm pretty sure Samsung (?) Is on record for saying they have no interest in ramping capacity. Historically they've [memory manufacturers] done this before.
Announcing a shortage this long serves no purpose but to stoke fear and speculation ... Which drives prices up and hording.
Yep exactly. As soon as they announced they weren't going to ramp capacity I thought the exact same thing. They're taking advantage of the situation to pad their pockets as thoroughly as possible.
And if demand continues theywill ramp and say they "reevaluated the market", and thus get the benefits of panic buying AND a larger sales volume.
And mark my words- prices will never fall back to where it was without enormous market distruption.
Yup. It pains me to say that this AI bubble has something for every facet of this industry. Anyone looking to make a fast buck at the expense of the end user has this new blanket "reason."
So we have AI confidently spewing bullshit... And
conmenCEOs selling snake oil. Its almost too perfect.Especially now that helium supply has been cut by 30% by US-Israel.
China is just sitting back, quietly developing their own domestic ddr4 and ddr5 sources.
But don't worry folks. The us federal government is gonna save us all like they always do...
RAM shortage aside, the Iran war will be a new source of inflation in any case
Scholz did it first!
That's ok. My wife didn't allow me to upgrade my computer anyways. Says she'd rather have me touch grass than get a better gaming comp.
🙃😘
But don't worry it'll go back to the prices pre shortage