Comment by 1970-01-01

Comment by 1970-01-01 12 hours ago

1 reply

>Samsung and its peers, SK hynix and Micron Technology, have redirected much of their fabrication capacity to high-end chips used in AI servers. While this shift yields higher margins, it leaves less capacity for traditional DRAM products that power laptops, desktops, and mainstream servers.

So if the AI bubble does pop in early 2026, you will get a tsunami of cheap server RAM. You still won't be able to find cheap PC RAM. So either way, the short term future of computing is firmly fixed in the cloud.

Tadpole9181 an hour ago

Don't worry, my crystal ball of "what RAM is used in" predicts that Cloud providers just found an excuse to raise their prices too!

You get more margins! You get more margins! Everyone's margins go up!