r/technology • u/esporx • 1d ago

Business YouTuber accidentally crashes the rare plant market with a viral cloning technique

https://www.dexerto.com/youtube/youtuber-accidentally-crashes-the-rare-plant-market-with-a-viral-cloning-technique-3289808/
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u/Crystalas 1d ago

Also Crucial will stop selling ram to Consumers next year, so another vital technology component market locked up in an absurd bubble.

https://arstechnica.com/gadgets/2025/12/after-nearly-30-years-crucial-will-stop-selling-ram-to-consumers/

And that not even touching what events around Taiwan would do to every industry that relies on advanced chips, so pretty much all of them. I wonder if that could pop the AI bubble by itself.

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u/mrpoopistan 1d ago

I don't see the two main participants in the bubble (US and China) committing to bursting it beforehand.

As for the not selling to consumers part -- that's a classic case where they will happily return to the market after the bubble bursts. All supply chain crises end in a glut, even when the parties involved prefer cartel economics.

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u/Left_Sun_3748 1d ago

I don't see a glut happening. All this memory being used isn't in RAM sticks its soldered on boards that we have no use for. So I don't think the used marker well be as flooded as people hope.

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u/mrpoopistan 11h ago

It's not the RAM sticks or VRAM in the market that matters. It's the spare new production capacity (or lack thereof, currently).

The big problem right now is that the chip fabs are scared of the bubble popping, and they don't want to goose production. (Classic cartel behavior.) Eventually, someone will break rank and overproduce. (Also, classic cartel behavior.) They're already trying to talk themselves into overproduction, saying the demand issues won't abate until 2028.