this post was submitted on 20 Feb 2026
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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.
Not what I've said. Solar panel demand won't collapse, RAM demand will
And I've just explained why it won't. The electricity from solar panels will be used to power computing devices that use RAM.