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Posted by inigyou 22 hours ago

2027 memory capacity is reportedly sold out(www.ign.com)
296 points | 276 commentspage 3
axegon_ 8 hours ago|
Yup... And in 2021(5 years ago now) I got 64gb ddr4 for 120 bucks, second hand with a 6 month warranty. I felt like I hit the jackpot then, now that price seems like literal peanuts. I can't wait for the AI bubble to burst.
narrator 7 hours ago||
All of you that are excited for the m5 mac studios are going to be so bummed.
thomasjeff1 5 hours ago||
We are hammering our foot by investing in AI at this point.

AI grows and grows and becomes god and kills us all.

How did it all start? Oh we invested all our money in AI.

jgalt212 5 hours ago||
Queue the blog posts:

We rewrote all our Python code in Go because the RAMs too damn high!

0xbadcafebee 7 hours ago||
It was already reported that new RAM production wouldn't be available until at least the end of 2027, and when it does come back online there'll be a backlog of orders, so prices and availability won't be stable until at least 2029. That's assuming there aren't more global economic and political issues delaying it.
vonneumannstan 8 hours ago||
But Micron is overpriced and new capacity is about to come online right? Right???
brador 17 hours ago||
China RAM entered the US market in quantity a week ago west coast. It’s slow buggy trash but it’ll cool the market until failure rates are known. Europe got its first shipment 3 weeks ago.
TZubiri 7 hours ago|
So.. memory futures? Sounds like a signal of an efficient and mature market to me, manufacturers sell their stock way beforehand, keep production steady, and wholesalers can hold stock and absorb risk in exchange of profit.

Nothing prevents wholesalers from selling their memory or memory futures at a loss, as that is a risk that is justified by equal possibiltiy of the memory appreciating in excess of inflation.

ChiperSoft 56 minutes ago|
I would not make that investment. All three memory makers are currently facing a US federal lawsuit for cartel price-fixing.

https://www.polygon.com/ram-manufacturers-sued-supply-price-...

SK Hynix's suppliers are also under investigation for anti-trust behavior in South Korea.

https://en.sedaily.com/society/2026/05/29/prosecutors-raid-s...

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