Now That 2027 RAM Manufacturing Capacity Has Reportedly Been Sold Through, It's Hard To Imagine the RAMageddon Ending Any Time Soon
www.ign.com
A new report suggests that all three memory manufacturers — Samsung, SK Hynix, and Micron — have collectively sold through their 2027 memory manufacturing capacity to AI companies.
    • shirro@aussie.zoneEnglish
      1·
      17 days ago

      It will take ages for them to build capacity and they will probably be wary of growing too fast since demand and prices could drop quickly when the AI boom goes bust. Likely CXMT is already supplying a lot of the consumer market under the stickers. China will be the big winners in the long term. This will be a gift for them.

      • Mihies@programming.devEnglish
        1·
        16 days ago

        Don’t count on ages, though, just recently it was revealed they can build manufacturing buildings twice as fast compared to the West. But you are right, there are other factors in play, it’s not that simple. Still, more the merrier I guess.