this post was submitted on 18 Mar 2026
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SK chairman warns global memory shortage may last through 2030 (www.koreatimes.co.kr)
submitted 1 day ago by throws_lemy@lemmy.nz to c/technology@lemmy.world
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“The shortage stems from a lack of wafer capacity, and securing additional wafers takes at least four to five years,” he said. “We expect the industry-wide supply shortfall to persist at over 20 percent through 2030.”

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[–] Brewchin@lemmy.world 3 points 1 day ago (1 children)

DeBeers, diamonds and FOMO marketing... not a new strategy.

But also not necessarily artificial scarcity in this case. Hard to tell.

[–] yggstyle@lemmy.world 5 points 1 day ago (1 children)

I'm pretty sure Samsung (?) Is on record for saying they have no interest in ramping capacity. Historically they've [memory manufacturers] done this before.

Announcing a shortage this long serves no purpose but to stoke fear and speculation ... Which drives prices up and hording.

[–] kata1yst@sh.itjust.works 0 points 17 hours ago (1 children)

Yep exactly. As soon as they announced they weren't going to ramp capacity I thought the exact same thing. They're taking advantage of the situation to pad their pockets as thoroughly as possible.

And if demand continues theywill ramp and say they "reevaluated the market", and thus get the benefits of panic buying AND a larger sales volume.

And mark my words- prices will never fall back to where it was without enormous market distruption.

[–] yggstyle@lemmy.world 3 points 16 hours ago

Yup. It pains me to say that this AI bubble has something for every facet of this industry. Anyone looking to make a fast buck at the expense of the end user has this new blanket "reason."

So we have AI confidently spewing bullshit... And ~~conmen~~ CEOs selling snake oil. Its almost too perfect.