Pretty much expected, but anything bringing more supply to the market, from a different reseller who will want you to buy their stuff instead of someone else’s, will help here. It’s a force that’ll pull down the price more in time.
Honestly, I expect RAM prices will plummet in the future. Basically every RAM manufacturer has announced huge factory expansions, the disastrous consumer market is legitimizing these Chinese competitors that are improving and growing quickly, and I can’t imagine the AI demand is permanent. Companies will get tired of spending a fortune on replacing GPUs before they’ve even come close to earning back their cost, and the market will be flooded with supply for a while.
RAM has gone through this cycle several times before, with all the collusion and price-fixing those companies do. If anything, these Chinese companies outside of the existing manufacturers should make a permanent improvement in the market, assuming they don’t just lobby our governments into banning them for nonsensical “security concerns”.
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Pretty much expected, but anything bringing more supply to the market, from a different reseller who will want you to buy their stuff instead of someone else’s, will help here. It’s a force that’ll pull down the price more in time.
Honestly, I expect RAM prices will plummet in the future. Basically every RAM manufacturer has announced huge factory expansions, the disastrous consumer market is legitimizing these Chinese competitors that are improving and growing quickly, and I can’t imagine the AI demand is permanent. Companies will get tired of spending a fortune on replacing GPUs before they’ve even come close to earning back their cost, and the market will be flooded with supply for a while.
RAM has gone through this cycle several times before, with all the collusion and price-fixing those companies do. If anything, these Chinese companies outside of the existing manufacturers should make a permanent improvement in the market, assuming they don’t just lobby our governments into banning them for nonsensical “security concerns”.