Micron CEO does not see an end in sight to memory demand outpacing supplyTreat your electronics well because there's a good chance you're not buying anything with memory for the foreseeable future
>>109128335You can buy memory today, it's just more expensive than it was a while ago. But it's in the supply chain.
Who wants to start a RAM insurance company with me. I can do the logo.
>>109128396Group buy a fab.
No shit there's no stop to it, anyone screaming for the end of AI when the bubble bursts is delusional.The data centers will be built, they are being built and even if half of them were cancelled, that's still an absolute shitload of required hardware.Good thing that modern computers basically last for a decade or longer even in heavier use, so paying multiples in real terms doesn't mean shit.It just sucks balls for a while and then you'll forget it completely and you'll have a system for over ten years.My 5950x with it's 64GB of DDR4 memory is now 6 years old and still isn't struggling with anything and won't do so in the foreseeable future.
>>109128335ddr4 is good enough for consumers and somebody will ramp up production of this. This stuff is made in automated factories so i'm not worried. there is no reason for their to be a long term supply shortage.
>>109128335I'm not poor so I'll buy what I need
Holy cow, the CEO of the RAM company thinks demand for his product will never come down? He will keep making money hand over fist and telling people they should buy his product in short supply at high prices? Fascinating, I never expected that!
>>109128509The really stupid thing about this is that if they expanded manufacturing they would be profiting even more than sitting on limited stock and charging higher pricesbut they aren't doing that, they aren't even planning on doing thatWe won't get cheaper ram unil china enters the market and the oligopoly starts being forced to compete
>>109128335just a reminder: assuming this is a real tweet, this is coming from the same CEO who singed off on ending the Crucial consumer brand. corpo slime.
>>109128541>oligopolyit's not an oligopoly. People are just lazy and unwilling to compete with them because they're so good at what they do.
>>109128560it's an oligopoly, there's multiple manufacturers all making effectively the same product with no real quantifiable difference, all collectively deciding they are going to raise prices at the same rates while refusing to roll out any manufacturing to meed demandthat's an oligopolyThey literally get fined for doing this like every 8 years or so
Corporate demand exceeding production supply creates a bidding war for production capacity. This is why prices go up. Company A is willing to pay 50% more than B, B says fuck you I'll pay 100%, C steps in and says "I'm filthy rich, I'll pay +150% right now", etc.So long as there is some entity who can pay more than another, and demand locks production to near or at capacity, the price will continue to go up. And because the cost charge has gone up that money has to be made back through the product sale price.And no Micron can't justify just spinning up 10s billion dollars of fabs which wont deliver for 8 years and may not be needed anymore in 3, a total company destroying loss in that situation.Welcome to reality. Get the fuck over it.
Yeah, CEOs are typically not going to announce the end to their Line Go Up Really Fast scams
>>109128612shut the fuck up retardYou can spin a fab up in about 2 years, if they'd started already they'd be halfway donethey aren't even planning on trying to spin up fabs because this is an illegal oligopoly that should get trust busted out of existenceInstead we'll have to wait for the chinese to actually roll out a real product and then micron et all will suddenly find a reason to lower prices and increase production like magic
>>109128582Just because they get fined does not mean it is an oligopoly. Companies are welcome to build factories and produce ram and other memory products but they choose not to because they are too lazy, stupid, poor or afraid to take a risk and invest the many billions needed.Oligopolies are imposed by states. Opec is an oligopoly. at&t verizon and t-mobile are an oligopoly.What has happened here is that there is a sudden demand for the products of memory manufacturers so they are profiting handsomely. They don't have to expand production if they don't want to (they are, btw) and not doing so does not mean they are an oligopoly. like I said, other companies can build ram if they want to fix the supply problem.
Situations like this have happened before. DRAM cost a fortune because demand far outstripped supply, new players entered the game and drove the prices down. The main reason that's not happening this time is because everyone believes this demand will not go the distance and by the time DDR6 goes into full scale production they'll be scraping for 10% again.
>>109128541>expanded manufacturing they would be profiting even moredid you even read what he said at all? they dont just wave their hand over a patch of land and a fucking fab springs up out of the ground and starts pumping out hundreds of chips out of a little chute
>>109128509>>109128582They aren't expanding capacity because RAM manufacturing follows a boom/bust cycle. If they expand rapidly to meet demand, when the demand drops the market for memory crashes and while thats great for us the companies lose out. So it'll never happen
>>109128674Hell, one of the reasons DRAM prices crashed years back was precisely because making a DRAM fab was relatively cheap and easy. Sure, you can't just get one for next quarter, but if you started now, buying in as much as you can you could theoretically be online by christmas. The only question is can you make enough money to pay off that investment before sam altman's checks start to bounce?
RAM manufacturer internet defense force all hands on deck lmao
They will expand slowly and continue to sell to the top dollar customers who can pay.They are in control now. Semiconductor manufacturers have had boom cycles like this before where there is a "shortage" of everything but in reality, it just means things are expensive. There was an earthquake in Taiwan in the early '90s or late '80s or something, bumped up prices for years and years.
>My 5950x with it's 64GB of DDR4 memory is now 6 years old and still isn't struggling with anything and won't do so in the foreseeable future.duh, that's because running anything useful will require you to pay to whoever happens to be hosting all the useful models on datacentre hardware.
>>109128335The shortage quadrupled their revenue. Of fucking course they hope there's no end to it. That's not up to them to decide though.
>>109128509The kindly CEO is basically saying "Get in while the getting is good, fags"You should thank him for being so transparent and generous with his success.
>>109128783Since Micron isn't selling to consumers I bet they will have big ass RAM boards they start selling into the datacenters. Just laser off any bad RAM chips and use it as fast storage. 128-bit general purpose computers may come into play here.HP's The Machine wasn't a bad idea after all, it was just a decade early + no GPU.
>>109128335>CEO of company that is part of a cartel of manufacturers that colluded with tech companies to raise prices to manipulate the stock market and prevent other players from entering their markets says prices won't come down, goy :^)Ok, I guess.
>demand increases 5x>not a single company increases production and some reduce production>"we see no end in sight for this"No fucking shit.
>>109128541>if they expanded manufacturing they would be profiting even more than sitting on limited stock and charging higher pricesNo because they have seen this before, the bubble pops and they are sitting on top of massive inventory that just lost 80% of its value
number go up
>>109128783picrel: the god candle... >i can get parts or shares. i cannot do both.
>Micron CEO says what Micron investors want to hear.Shocking. So unexpected, nobody could have come up with that. A black swan event.
>>109128427I upgraded my 5950X to 128GB a year ago. It would be choking on 64GB today with 2x3090 and using vLLM's sleep mode and Comfy at the same time. By 2028, 128GB won't be enough.
>>109128847why do you guys keep saying this while literally everywhere else says the oppositehttps://my.micron.com/manufacturing-expansion>United States: Investing roughly $200 billion to onshore DRAM manufacturing. This features a newly completed $2 billion expansion in Manassas, Virginia, an ongoing $50 billion campus expansion in Boise, Idaho (adding two new fabrication plants), and a planned mega-cluster of four fabs in Syracuse, New York.>Singapore: Commenced construction on a $24 billion double-story wafer fabrication plant to expand global NAND flash production, with cleanroom space spanning 700,000 sq ft and wafer output slated for the second half of 2028.
>>109128938>why aren't you talking about the expansions that have been in the plans since 2024 that they are not trying to rush or expedite at allbecause it's irrelevant?
>>109128335If he saw an end to memory demand outpacing supply, his stock would tank and he'd be fired for being incompetent.
>>109128952they can only go so fast as was explained, but they are building and expanding, unlike retards saying that theyre notunless you have any actual evidence to the contrary
>>109128993>but they are building and expandingExcept, again, all those plans are from 2024
>>109128335Ram is genuinely not that expensive.What the fuck is with this constant bitching? Who cares if it costs $500 for 32GB of memory? You only buy it once a decade anyway.
>>109129026so what
>>109128335This is suspicious considering Nvidia is planning to reimagine PCs into invigilation PCs. It's almost as if they want to starve everyone to impose a new standard where internet ID is irrelevant because corporations and governments have full access not only to your life, but also to your mind.
>>109128648It is not any kind of closed market—anyone is free to compete. If there was value in another player entering the market they would.
>>109128335
>>109129047It is 2026 now. Where are the 2026 plans, retard? Keep licking CEO boot.
>>109129070t-t-two more w-w-w-w-w-w-weeeks
>>109129047What the other guy said.Their industry saw a 5x or more in terms of demands last year and so far they have announced FUCK ALL in terms of expansions
>>109129085>>109129105i know this may be asking too much but please just read one thing in your life, they have good tts software now, i saw an illiterate girl used it to pass highschool, you can do it too, just take the op image and give it to an ai of your choice and have it read it for you if you can't read all your answers are right there they've always been there all you have to do is just rea done thing in your life and stop making up nonsense in your head because you think you know everything about everything and you have a stupidly simple and naive mental model of reality.
The only good thing I can think about this is the flood of cheap, powerful hardware that will flood shit like amazon in the future... I hope.Also, the fact that chinese companies might enter the market, and hopefully will survive if they aren't too late.
>>109129085Not that guy but did you even try googling this shit?https://megaproject.com/news/factory/micron-starts-production-of-new-ram-at-virginia-factory
>>109128335that’s almost goodthat means they have no reason to not build out massive amounts of RAM-making machinerypreviously I was kind of worried that they were worried that making more factories wouldn’t be worth it because the AI bubble might pop and they’d be stuck with a shiny new factory and massively deflated demandI guess they’re not worried anymore
>in 15 years or less there will be a deluge of off-lease data center gear on auction/secondhand sites ushering in a new tech renaissance Screenshot this post. Maybe it’ll happen within 5 years. That would be cool.
>>109129034>Ram is genuinely not that expensive.>genuinelyAI slop
>>109129198Kek
>>109128335I think publicly stating that you won't lower prices is price fixing or something like thathope he gets sued by the govt for anti competitive behavior
>>109129198Right back atcha dumbfuck
>>109129222Originally it was goyslop, but the goy- prefix was removed to make it kosher.
>>109129165Yeah I'm talking about 2026 plans, not plans made in 2024 that haven't come to fruition. Micro isn't building fabs in 2026, they're building fabs from 2024 you dumbass.
>>109128427>will be built, they are being builtI keep seeing their prospective sites torched and everybody getting pissed at town halls for trying to instate them without it being put to voteIf I'm gonna be told to lay back and accept it I could at least get actually raped in the exchange, instead of just raping the environment and RAM/storage marketMicron could also very easily tell AI markets to fuck off and they're not going to dedicate future production time to just datacenters btw
You should be more afraid of a memory chip CEO being bearish than bullish, because the reason why we get massive ram / nvme discounts after getting a massive shortage is because they made too many factories / over-supply.But I have not looked into how many factories they are making, maybe they are doing that thing where they want the prices to stay high.Maybe they aren't making any factories and they are blaming it on not having enough workers.Also chips are just getting more expensive, normally every couple years the silicon would get 2x better and cost the same as the older batches. Now it gets a little bit better and more expensive. There is also zero competition, everything is made by TSMC, even intel uses TSMC for parts of their CPU.
you don't need more RAM just stop tolerating all this electron webshit wrapper garbage
>>109129069rare earth metals are a free market too
>>109128335>poorfag doompostingKill yourself memory is readily available. Always has been.
>>109128335Billionaires should be round up and shot for stealing elections and scheming to steal the entire middle classes retirement via this gross AI bubble Ponzi scheme. Every single one. From Jensen to Bezoa, they’re all in on this and should be drawn and quartered and have their ill gained wealth, companies and assets taken from them as process of organized crime
>>109128335I make about $15k per monthJust stop being poor
>>109128427Those who got in just before the boom hit wonnered the most. June of last year and a high end rig, so basically the ideal position for me outside of an alternate timeline where I could afford a 5090 instead.
>>109128612They need new fabs for DDR6 anyway.
>>109130344nah, the real problem is that there aren't any games worth playing.I'm still waiting for something good, and GTA6 does not look good enough to even bother pirating, I will just watch my favorite streamer play it (and I don't have raytracing on my GPU so it probably wouldn't work).I just pirate games, or get it off epic games (I'm waiting for Roller coaster tycoon 3). Right now, spending $5000 on a 5090 is fine. It's actually not that expensive, and most gamers who have disposable income don't know what else to spend their money on if they don't have a huge mortgage or car payment.
>Demand destruction refers to a permanent decline in the demand for a good due to sustained high prices or limited supply, leading consumers to either buy less or seek alternatives. This phenomenon is often observed in markets like energy, where high prices can significantly reduce consumption over time.
>>109128335>Company making tons of money says they'll keep making tons of moneyTake it with a grain of salt. It all could come collapsing down if the sister fucker gets caught with his pants down.
>>109129312Data center truthers are the dumbest people on the face of the eart
>>109128345>t. OpenAI engineer
>>109130586JUST LET ME DESTROY YOUR TOWN AND BLAST 100 DB OF NOISE INTO YOUR EARS 24/7 OKAY
>>109130604>he fell for the noise memeLike I said, dumbest people on the face of the earth
>>109130617Next he'll fall for the graywater meme, and after that the rolling brownout meme and after THAT, the increased power bill meme. What a retard! No data processing plant has ever needed exorbitant amounts of water or power, or produced huge amounts of noise.
>>109130382There's plenty of modern games worth playing>and I don't have raytracing on my GPU so it probably wouldn't workWe'll shucks there's you're problem
>>109130630Yup. That retard will believe anything that helps him cope with the fact that an H100 produces more valuable economic output than he does.
>>109128345very jewish way of putting it
>>109128335its expensive but thats life. if you need it, just buy it and dont wait
>>109128335>We currently do not have line of sight as to when memory supply will be able to catch up with increasing demandYeah, because it's never going to.corporations will never sell product for less when they can get away with more. If supply ever starts catching demand they will artificially clamp supply by reducing production.Supply and demand only works in a competitive free market, something we don't have.
>>109128335Micron is welcome to play this game, but if they keep it up, they will get eaten by newer Chinese fabs in the next few years.
>i cant wait for the diamonds bubble to pop so we all get cheap diamonds!!this is what bubblekeks sound like.
>>109130863This is not the first time in history that RAM chip prices have shot up. They will return to normal eventually, whether because the overzealous AI buildout ends, or because RAM makers ramp up production, or because new RAM producers enter the market. It takes time for any of those things to happen though, so we're stuck here for now. But unless you need RAM badly, you're a fool if you buy right now.
>>109130888nothing will 'return to normal' you retard. this has been going on for 4 years now and you keks were saying this bullshit in 2023. prices aren't going down, they will continue to shoot up for years to come and any eventual 'return to normal' in the 2030s will be a return to 2027's prices which will be, at minimum, 30% higher than 2026's. how much of a cattle can you be to actually think anything is going to suddenly decrease in price, it hasn't happened in any industry in the past decade.
>>109130918If RAM manufacturing is going to be a goldmine forever unto infinity as you claim, why wouldn't more companies get into this new gold rush in due time? Because they don't want any cut of the pie?
>>109130863that's literally what happened"get her a diamond ring" is boomer retard slop
>>109129711We do need infinite amount of RAM and processing power to have a fighting chance against the centralized AI hellscape that is being built.
>>109128335Get a bunch of unemployed computer engineering students/grads together and figure out a new way to fab existing RAM, preferably one that could be done at home. People literally manufactured homemade GPUs from scratch before. Seems like a solvable problem, especially when the incentive is you get to capture the ENTIRE consumer market and become world famous overnight.
>>109128687Thats a common misconception. they are expanding capacity aggressively. The risk of not expanding far outweighs the potential downside of building too much supply
>>109128427what gpu do you have?
>sandisk ceo who ran off to dykron and only sells to corporations posts some gay retard statement about his ai customers>op decides he needs to post it here for some reason
>>109130636Sorry, you are right, raytracing only games actually work on all PC's, it just runs at half the FPS. Also I never said modern games are bad, I play a lot of them, it's just that the games I had the best experience with always runs perfectly fine on my 1660 TI.I'm never thinking to myself "Man this game is Awesome! if only I had a better gpu..."
