this post was submitted on 20 Feb 2026
68 points (100.0% liked)

technology

24254 readers
276 users here now

On the road to fully automated luxury gay space communism.

Spreading Linux propaganda since 2020

Rules:

founded 5 years ago
MODERATORS
you are viewing a single comment's thread
view the rest of the comments
[–] chgxvjh@hexbear.net 4 points 9 hours ago* (last edited 9 hours ago) (1 children)

Sure but solar panel demand is very unlikely to collapse in a few years. RAM demand has ~doubled, but that might be very temporary. We might see buyers going back on their existing purchases too. Massively increasing capacity under the assumption that you can sell at similar to current prices is self-destructive.

Of course the Chinese government should cover the risk to at least the extend of fulfilling Chinese demand.

[–] yogthos@lemmygrad.ml 4 points 8 hours ago (1 children)

Not really seeing any evidence for solar panel demand collapsing. China is still far away from phasing out fossils, and places like Africa will have a huge amount of demand as they continue to develop.

And I expect, the demand for RAM to only keep growing because it'll be used for data centers, robotics, and consumer devices which are just starting to take off in China. And again, all of this stuff will be exported to the Global South. The model will have to be low margins and large volumes because incomes in the developing countries are still relatively low.

[–] chgxvjh@hexbear.net 6 points 8 hours ago (1 children)

Not what I've said. Solar panel demand won't collapse, RAM demand will

[–] yogthos@lemmygrad.ml 4 points 7 hours ago

And I've just explained why it won't. The electricity from solar panels will be used to power computing devices that use RAM.