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Jake Roach Social Links Navigation Senior Analyst, CPUs Jake Roach is the Senior CPU Analyst at Tom’s Hardware, writing reviews, news, and features about the latest consumer and workstation processors.
80251 There have been RAM shortages in the past but I think some of them were excuses by industry to squeeze more $$$ out of their customers. I waited six years to upgrade my 1080ti, I'm willing to wait another six B4 upgrading my rig because I'm not going to be paying 500% more than DDR5 memory is worth. Since Intel has their own chip fabs why couldn't they theoretically use some of their fabs to manufacture memory chips for a price? Reply
Lafong Micron stock down 3 percent today while the market was open. But up 7 percent right now in the aftermarket following the close. Lots of AI stocks hammered today…..losses of 5 percent common. Reply
TechieTwo By 2030 after exploiting customers, when AI demand has leveled all of the DRAM suppliers will be begging for government subsidies to keep from shuttering factories. Reply
tamalero TechieTwo said: By 2030 after exploiting customers, when AI demand has leveled all of the DRAM suppliers will be begging for government subsidies to keep from shuttering factories. considering how much money the government already poured in Intel, I wouldn't be surprised. Reply
USAFRet 80251 said: Since Intel has their own chip fabs why couldn't they theoretically use some of their fabs to manufacture memory chips for a price? What leads you to think Intel has the extra capacity just sitting around unused? Reply
aldaia 80251 said: Since Intel has their own chip fabs why couldn't they theoretically use some of their fabs to manufacture memory chips for a price? The short answer is no . While both involve printing circuits on silicon, a microprocessor fab (like those owned by Intel) and a DRAM fab are optimized for fundamentally different types of physics and structures. You cannot simply "flip a switch" to start making DRAM. Converting a logic fab to a memory fab would require a massive, multi-billion dollar overhaul of the equipment. Reply
vanadiel007 Games will get optimized to lower RAM usage, as they still will want to sell games and consoles. I think anyone with 32 GB on a PC should be good for several years to come. Reply
80251 vanadiel007 said: Games will get optimized to lower RAM usage, as they still will want to sell games and consoles. I think anyone with 32 GB on a PC should be good for several years to come. I'd hope so, but I'd think Sony and MS would have the ability to get memory for their consoles at near normal prices and what if the nexgen consoles feature 48GiB of RAM? I'm not sure if the memory shortage applies to the GDDR type memory Sony and MS employ in their consoles anyway. Reply
80251 USAFRet said: What leads you to think Intel has the extra capacity just sitting around unused? Who wants an Intel CPU now? AMD has better CPUs for every application from enterprise to desktop. Reply
USAFRet 80251 said: Who wants an Intel CPU now? AMD has better CPUs for every application from enterprise to desktop. "Intel now only outsells AMD 2:1" https://www.tomshardware.com/pc-components/cpus/amds-desktop-pc-market-share-hits-a-new-high-as-server-gains-slow-down-intel-now-only-outsells-amd-2-1-down-from-9-1-a-few-years-ago Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/dram/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/dram/micron-outlines-grim-outlook-for-dram-supply-in-first-earnings-call-since-killing-crucial-memory-and-ssd-brand-ceo-says-it-can-only-meet-half-to-two-thirds-of-demand#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.