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.
This has happened before with LCD panels. I remember my mother’s work laptop had a 1900x1200 panel (back when they were still 4:3 aspect ratio). It was a mid-tier ThinkPad, not cheap but not crazy expensive.
A few years later, panel makers started pushing widescreen formats and user friendly language to “help us understand and make informed choices” like HD and FHD.
The resolution of HD? 1280x720.
High-definition was already a concept, but the idea of calling panels that were a huge step back in resolution “high-def” was exactly how they managed to extract more from consumers for less.
I’m sure they’ll find a way to mislead people into buying overly expensive RAM they don’t actually need.
“You totally need ECC for your HTPC bro, wouldn’t want cosmic rays to mess with your movies!”
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I mean, you and I can’t, but memory manufacturers? They’ll find a way.
This has happened before with LCD panels. I remember my mother’s work laptop had a 1900x1200 panel (back when they were still 4:3 aspect ratio). It was a mid-tier ThinkPad, not cheap but not crazy expensive.
A few years later, panel makers started pushing widescreen formats and user friendly language to “help us understand and make informed choices” like HD and FHD.
The resolution of HD? 1280x720.
High-definition was already a concept, but the idea of calling panels that were a huge step back in resolution “high-def” was exactly how they managed to extract more from consumers for less.
I’m sure they’ll find a way to mislead people into buying overly expensive RAM they don’t actually need.
“You totally need ECC for your HTPC bro, wouldn’t want cosmic rays to mess with your movies!”