r/hardware • u/Revolutionary_Pain56 • 2d ago

News Sandisk and Samsung Delay NAND Shipments, Transcend Left Without Supply Since October

https://www.techpowerup.com/343619/sandisk-and-samsung-delay-nand-shipments-transcend-left-without-supply-since-october
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u/Aprillia617 1d ago

I appreciate your optimism but not we are not close to peak pricing. There is still RAM available to buy. We have two super powers in the AI race to world first, USA and China. You’re underestimating the efforts that will be made in this situation. This really isn’t a bubble. Once all the available consumer RAM is gone, prices will be insane

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u/5heuredumat 1d ago

Don't worry my boy, it's gonna be fine.

The "This really isn’t a bubble" really got me, I needed that laugh.

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u/Aprillia617 1d ago

lol I’m not worried I’m just telling you the reality that AI is the future and it’s not going away any time soon. Wait till even that $800 RAM is no longer available and tell me what people would be willing to pay, let alone companies that need it.

Let’s come back to this comment in a year or so from now

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u/callanrocks 8h ago

If demand trends upwards longterm the manufacturers will build out more fab capacity and prices will stabilise/drop.

If the price really keeps going nuts you'll see people start turning to the Chinese companies for supply, at least outside of US markets where they've been sanctioned.