Micron, SK Commit Billions to RAM Capacity, but Almost Nothing Lands Before 2028

Havoc

So minimum of 1.5 years drought to go :(

d3Xt3r

If its all going to be new silicon, I hope they'll focus on CAMM2 - both memory and motherboard makers.

m4rtink

It is allvsmoke and mirrors - the memory makes know better than anyone this money burning party will end sooner or later, so they will milk it as hard as they can. They will also invest zero money to capacity that would sit idle once the "AI craze of 2020s" is finally over.

lencastre

Imma wait till the GREAT RAM CRASH of 2028.

bhouston

"I've seen gluts not followed by shortages, but I've never seen a shortage not followed by a glut." - Nassim Nicholas Taleb