Sorry, i went from my memory - i read that article when it released, and didn’t even realize it was updated too.

This isn’t wishful thinking. This is a disaster that will not even touch the AI bubble; it will simply wipe out many smaller, innovative producers of PC components that don’t have enough reserves to keep running until the DIY-market at least somewhat recovers.

The prices for NAND and DRAM will continue to rise until there aren’t enough buyers left to pick up the massive tab of purchasing inventory, which will be the first wave of dying companies; memory stick makers at large will probably be fine UNTIL the bubble pops, which will make all of their remaining inventory practically unsellable at the price needed to not take a massive loss - the longer the bubble goes, the harder the ones left will be hit.

What is more devastating is that we will lose so many PC component producers in the meanwhile. Buying a specific, nonstandard case or some flashy cooling solution will simply not be possible in a few years, because all of those businesses will have died out, with the rapidly shrinking DIY market as a reason. Especially case producers will be hit hard: low margin, physically large items with huge storage costs are a recipe for a catastrophe in a shrinking DIY market. If anyone wants to get some specific PC accessories because you always wanted them, buy them now, because in a year you probably won’t be able to.