CES 2026 is over and it has revealed the situation with memory being consumed by AI companies is much worse than we initially thought.
What I heard on the ground floor from various system integrators, components manufacturers, and other companies, is memory supply has been tied up for all of 2026, and that shortages could last as long as until 2031.
Sure it’s scuttlebutt but wouldn’t surprise me as being true.
Too bad it will be difficult for us to see all their fancy cheap RAM through all the yummy Venezuelan oil covering this place! It’s totally worth my eyes and skin stinging a little bit all the time. Oh and my lungs of course.
I don’t think they’ll sell their RAM, as the RAM fabs from China will be strictly used for their tech. We won’t get squat, because we squandered when Crucial shut down their consumer production.
Why would they sell it for cheap, if they can sell it for just a little but under current market value and maximize the profit? People would buy it, if it is the cheapest option. Which does not mean it will be cheap overall, if its constantly sold out.
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In 5 years china is going to ramp up their domestic production, so they’ll have cheap RAM while we don’t
Too bad it will be difficult for us to see all their fancy cheap RAM through all the yummy Venezuelan oil covering this place! It’s totally worth my eyes and skin stinging a little bit all the time. Oh and my lungs of course.
~sad /s~
They’ll sell it.
I don’t think they’ll sell their RAM, as the RAM fabs from China will be strictly used for their tech. We won’t get squat, because we squandered when Crucial shut down their consumer production.
Why would they sell it for cheap, if they can sell it for just a little but under current market value and maximize the profit? People would buy it, if it is the cheapest option. Which does not mean it will be cheap overall, if its constantly sold out.