Doesnt look good for us:
"Even if the AI bubble bursts, prices likely won't improve. Samsung, SK Hynix, and Micron have already spent billions reconfiguring their physical factory floor space to produce complex AI memory chips. Furthermore, the trio are locked into multi-year supply contracts that stretch as far out as 2030. Regardless of whether data center demand cools down, the legal obligations to corporate tech giants will remain."
Negative users see AI memory makers locking in supply contracts through 2030 as bad for consumers because it will likely mean sustained high chip prices with little relief ahead.
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https://www.thegamer.com/lenovo-ram-never-pre-2025-price/
Doesnt look good for us:
"Even if the AI bubble bursts, prices likely won't improve. Samsung, SK Hynix, and Micron have already spent billions reconfiguring their physical factory floor space to produce complex AI memory chips. Furthermore, the trio are locked into multi-year supply contracts that stretch as far out as 2030. Regardless of whether data center demand cools down, the legal obligations to corporate tech giants will remain."
@Mikele1966 for you probably :D
@kimmonismus That’s why Apple is trying to get RAM from a fourth source. The company that got black listed by the US. So maybe the rest of us will have to as well.
@kimmonismus bad news for us imho
@kimmonismus Do buy a laptop ASAP, chips climbing the sky are limited, laptops are soaring prices
@kimmonismus As an A-Brand Distributor actual life is like a Sci-Fi-Scenario. But now the people learnt how important DRAM and NAND.
@kimmonismus This is why a simple drop in demand may not be enough to bring prices down. Those commitments will keep production and pricing under pressure for years.
@kimmonismus Yeah this sounds rough for consumers, even a cooled AI market might not bring hardware prices back down anytime soon
@kimmonismus Well, for us it’s very good. 😘
@kimmonismus If bubble bursts, how they will pay? It's going to be really bad.
I also have a hard time understanding the nature of the bursting bubble. Currently AI is already incredibly helpful and it becomes only more integrated as the time goes by. It doesn't look like a bubble because a bubble fundamentally means that there's no demand, just speculation.
@kimmonismus @kimmonismus so basically we're stuck with expensive chips for a while. not ideal 😬
@kimmonismus once the factory floors are physically reconfigured the bubble bursting doesn't actually fix anything,
the supply side already committed,
that's the part everyone betting on a crash forgets
@kimmonismus that's not even the worst part they've also trained a whole generation of engineers on ai-specific tooling, so even if prices drop, there'll still be huge expertise hurdles to overcome
@kimmonismus They wouldn’t enter such contracts if there’s that much of an obvious risk. AI growth is earnings driven, unlike speculation driven like previous bubbles during the .com era.
@kimmonismus Once an industry rewires its manufacturing around a new demand, it's no longer built for a cycle. It's built for a new baseline.
@kimmonismus so don't expect the prices to go down anytime soon... atleast until 2030
@kimmonismus We need to go to piezoelectric quarts and light.
We need to change the paradigm.
If they can’t bring down the prices, we need to engineer something that collapses it. •
@kimmonismus yeah why should they decrease the prices when customers pays at the current one?
the only way would be when there is a new party which undercuts the current one but that's not easy to get into memory...
