RAMageddon Continues Another Year as 2027 Memory Capacity Is Reportedly Sold Out

[Gemini]

Now That 2027 RAM Manufacturing Capacity Has Reportedly Been Sold Through, It's Hard To Imagine the RAMageddon Ending Any Time Soon

A new report suggests that all three memory manufacturers — Samsung, SK Hynix, and Micron — have collectively sold through their 2027 memory manufacturing capacity to AI companies.

www.ign.com

It feels like no matter where I look recently, there's more evidence that the RAM crisis isn't ending any time soon. Now, a new report suggests that all three memory manufacturers — Samsung, SK Hynix, and Micron — have collectively sold through their 2027 memory manufacturing capacity to, you guessed it, AI companies.

According to a report from Digitimes and spotted by TweakTown, all DRAM and HBM capacity has been sold through for 2027, with no further supply planned. (The companies themselves have not yet confirmed this to be the case.) Of course, that only means that retail prices are going to go up even further in the near future.

 

[Nonfiction]

I been noticing smaller Asian companies are producing memory and hard drives for a lot cheaper than the major brands. Reviews look solid too.

 

[doe moe]

This is the worst time of year for memory shortages.

We're coming up on back to school computer sales for college students that rely heavily on computers.

Gaming console sales spike in the fall around black Friday/Christmas.

Sept/Oct Apple releases new iPhones, Mac Mini and laptops.

All of these tech companies selling products are warning the public of increased prices due to memory shortages.

Apple trying to get ahead of the price increase by partnering with Klarna, one of those buy now pay later to help people afford steep price increases.

SHIT IS WILD!!!

Apple launched a new device leasing program called Apple Upgrade in partnership with Klarna. The program lets U.S. customers lease iPhones starting at $17.99 per month, alongside options for Mac, iPad, and Apple Watch. It replaces older in-house financing models. [1, 2, 3, 4]

Apple plans to lease iPhones for $17.99 a month through partnership with Klarna

Apple is announcing an iPhone lease option weeks after raising iPad and Mac prices due to the global memory shortage.

www.cnbc.com

 

[Gemini]

 

[Gemini]

 

[Gemini]

 

[MistaPhantastic]

I have so many thoughts about this but they end up sounding like conspiracies.
IMO, there is a multi-level strategy going on.
The manufacturing and production shortage is being used as a tool for consumer conditioning.
Think of the phrase "You will own nothing and be happy" as a basis and it will make sense as to the direction. Yes, everybody is rushing to manufacture data farms (which are horrible for the environment - sorry for you if they build one in your area). This will lead to more AI, which will lead to more of society pushing heavy thought workloads off onto computers.
All of the major companies have already started re-training purchase habits by subscription models. You used to have a copy of the software you used on your own computer. Access = freedom. Software companies hated this and tried to go subscription a few years back but people shut it down and showed disapproval with their dollars, so they abandoned it for a minute. Now, its back and being pushed on a younger generation who grew up paying for DLC and digital items in games. The games are where they get you. The generation that is used to in-game purchases are more susceptible to consumer conditioning. Now, people are more willing to pay for subscriptions, so there is no need for you to own software.
The rise of streaming services also contributes to this. You don't own digital copies of your movies or music anymore, therefore you don't "need" all those big hard drives. (So sayeth the big data companies) More and more online editing platforms are popping up, so those pics and vids that you shoot become direct uploads that get edited (by AI) on servers and uploaded to whatever platform you choose to share your data with. People are relying more and more on programs like chatGPT, so your computers' functions are less storage related and more function facilitation related. This means that you don't need the beefy, RAM-heavy and storage heavy machines that you used to. They tell you this so that they can raise prices of RAM out of reach of the general consumer. If you are not in a business where you need it, they don't want you to have it.
I saw this coming right before COVID when the SSD prices stagnated and the hard drive prices "froze" mysteriously. Drive production was rising quickly. Every year, the going rate for hard drive storage was about $130 or so. 4Tb drives, then 5Tb drives. Then, it was around $220 for 8Tb drives. Then, they froze. They blamed COVID but in truth, chip tech was actually getting better. As the same time, they were trying to slang cloud services but consumers weren't buying in at rates that they anticipated. So, what did they do? Reduced the other options. Computers got smaller and thinner. RAM skyrocketed even before the AI race kicked into full gear. They figured that if you don't need programs to do the actual work, you don't need RAM and storage. Adobe, MS and the other big companies made all of their services cloud-based, so people had to use cloud servers and they had to "subscribe" to use them. Computer-based gamers shit bricks because higher RAM is needed to keep up with the graphics advancements and there was very little available. Reddit and other forums were crowded with complaints and those of us who hunted for deals on this shit were SOL because the wells dried up quickly. Now that we are headed into the AI age, all of the tech companies are hoarding chips.
Long story short: chips equal power in tech. Tech companies are greedy AF. There isn't a true shortage; there are just a bunch of corporate hoarders vying for control. Their motto is "Fuck consumers: they will do what we tell them to!" And that's why you won't own GTA 6, you will just be a renter.

 

[doe moe]

 

[Gemini]

 

[Database Error]

 

[yardy]

AI fucking up the game

 

[Gemini]

 

[Gemini]