Now That 2027 RAM Manufacturing Capacity Has Reportedly Been Sold Through, It's Hard To Imagine the RAMageddon Ending Any Time Soon
www.ign.com
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.
  • poopkins@lemmy.worldEnglish
    49·
    9 hours ago

    OpenAI has a deal with Samsung and SK Hynix to purchase 900,000 DRAM wafers per month, or 40% of global DRAM output. These are just uncut wafers, accumulating in warehouses that serve two purposes:

    • Prepares them for the distribution to data centers,
    • Manipulates the supply chain to squeeze their competitors, who are left with slim pickings.

    You and I are the victims of this until the bubble finally pops and the deal falls through.

    • UnderpantsWeevil@lemmy.worldEnglish
      3·
      3 hours ago

      You and I are the victims

      We’re way downstream. The “victims” are all the SaaS and smaller market cap firms that need business compute for accounting and commerce.

      Case in point, I got a request for a new server delayed three months because we blew through our Q1 budget for new hardware faster than expected.

      That’s not really hurting me, personally. But it means our server teams need to do more with less even as the business expands.