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[–] 21 points 2 weeks ago

There is no shortage, the ram is being hoarded by ai bros

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  • [–] 10 points 2 weeks ago (9 children)

    Isn't there a 4rth RAM producer in China that is starting to make waves?

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  • [–] 8 points 2 weeks ago (2 children)

    CXMT

    Gamers Nexus has mentioned them a few times on youtube.

    I'm assuming the usa will label them as communist terrorist witches though, and it will not be available in the usa, and possibly also not available in some of their ally of evil nations.

    I'm still not quite sure what happened with Deepcool in that respect though, since I bought a Gamerstorm psu a few weeks ago. Gamerstorm is Deepcool, they have mirrored products under both brands.

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  • [–] 5 points 2 weeks ago (1 child)

    Even if US doesn't open up, many others would so that would reduce the demand and in turn the price for the cartel.

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  • [–] 1 point 2 weeks ago*

    Depends on their output I guess, CXMT might also be selective of who they sell to, at least initially. No idea how many fabs they have, or future plans. We currently have what should be a growing consumer market, with a drastically reduced supply... and apparently no/few actual warranties.

    We (the rest of the world) definitely need hardware options outside of the usa.

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  • [–] 5 points 2 weeks ago (1 child)

    only for the Chinese market from what I've read about them. if they manage to scale to the point of exporting then prices will drop with or without the bubble popping. my money is on a pop though.

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  • [–] 5 points 2 weeks ago (2 children)

    Even if another manufacturer enters the market, why is everyone so convinced they are just going to spit out cheap RAM? If anyone is going to invest in RAM now, it's going to be solely for the insane profits. Case in point: the RAM you are talking about is already 600€+

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  • [–] 4 points 2 weeks ago

    Because they are filling market demand. They don't have to produce consumer ram (or even cheap ram), they just have to supply the market demand for any dram chips and prices will fall, providing demand doesn't increase further - which it still may.

    Ram is expensive because of low supply and high demand. I've not heard of any cartel agreements, so price is still set by the market itself.

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  • [–] 8 points 2 weeks ago

    The memory price fixing will continue until profits continue to rise.

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  • [–] 5 points 2 weeks ago (3 children)

    Honest question, why would the prices at this point ever go down again, even if the AI bubble pops?

    Those companies are now used to these profits. For them, profits always have to increase year after year. If there's no other choice of vendor (and I know this would open an opportunity for a new vendor to come and be cheaper, but if it were that easy with RAM it would have happened already), why would they even care to reduce it again?

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  • [–] 2 points 2 weeks ago

    If the AI bubble pops, there would be more supply than demand, driving the price down since storage is costly

    It won't pop though, since it's singlehandedly driving the stock market. If too big to fail ever needed a poster child, this is it.

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  • [–] [S] 1 point 1 week ago* (last edited 1 week ago)

    The price is due to AI companies paying for the RAM at high prices. When the demand goes down the price should naturally come down, same thing happened with GPUs with crypto mining.

    Don't forget that Chinese companies also started making DDR5 RAM, if they can increase their output and keep up with demand, I believe the price will go down. Maybe in the future Chinese companies will dominate the RAM industry.

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