C
@blogdiva Companies like OpenAI and Google have bought all the supply for the next couple of years. You can see proof of this from the closure of Crucial’s consumer brand, Micron. They get more profit from AI companies than tech enthusiasts or gamers.
The issue is the AI bubble. It’s a circle jerk of companies just paying each other to keep their shareholders happy, and when a company goes down the US government buys them back in.
@blogdiva I don’t think you are correct. There is both a DRAM shortage and NAND shortage, like what you said, and it’s due to techbros, but it’s not a tech collusion to create PC tech shortage.
The memory companies (Sk hynix, Samsung, Micron, etc) have moved all their production and manufacturing capacity for the next few years for AI related hardware (HBM and eSSDs). Because of this, there’s no production space for consumer-grade memory.
🧵
️