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Luke James is a freelance writer and journalist.\u00a0 Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.\u00a0 ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-18/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Luke James Social Links Navigation Contributor Luke James is a freelance writer and journalist. Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.
donkeyfigs Totally sane and normal and good that we live in a world where companies are allowed to just suddenly abandon consumers to focus on making maximum profit off a technology nobody really wants or has found a real use for, leaving consumers stuck to try to pick through the ashes at skyrocketing prices. Reply
Marlin1975 Our product will stay expensive says person who gets paid to justify the price of said product. Reply
Notton Didn't the DRAM/NAND makers say it would last until 2028 just 3 or 4 months ago? Another 3 months, they'll say 2035. Reply
magbarn A more consumer friendly President would use the Defense Production Act to force Micron to make only DRAM instead of HBM to help stop this madness. Reply
hollywoodrose magbarn said: A more consumer friendly President would use the Defense Production Act to force Micron to make only DRAM instead of HBM to help Also, an announcement like this seems like it’s designed to provoke one reaction: “Oh no! I was going to try to wait it out before buying that 64GB RAM upgrade! Looks like there’s no chance of that now. I better fork over my $1000 before things get even worse! Maybe it’ll turn out that I even got a “bargain”! Boy am I lucky!” Just big business being its usual scummy, slimy, repulsive, disgusting self. Btw wasn’t there an article that just came out saying how the chip shortage wasn’t predicted to last as long as previously thought so the dynamic duopoly decided not to increase production? Situations like this are what government regulations are for. Unfortunately we don’t have one so bad for us. We have organized crime, yes, but nothing resembling a lawful government. Reply
80251 Will the shortage of chip fabs eventually affect CPU manufacturers as well? The news just gets worse and worse. Maybe I should buy some DDR5 memory as an investment now? A kind of tech commodity? And I wanted to wait for zen 6. Maybe I shouldn't wait. Thanks AI! Reply
LabRat 891 Seems like bull. Any industry seeing exceptional demand for a long-period, immediately works to increase production. As demand tapers to a new norm, the surplus drives down prices. Clearly, DRAM manufacturers never want to see the price driven back down, and are refusing to grow production to meet long-term demand. 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/sk-group-chairman-says-memory-chip-shortage-will-last-until-2030#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.