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32GB of DDR5 now costs $375 minimum — AI shortage continues to squeeze PC building
(www.tomshardware.com)
This is a most excellent place for technology news and articles.
That's detailed! That's good and there are also Chinese ramping up memory production (I wish EU did something as well), but sadly it'll still take at least a year if not more. The interesting situation would arise if AI bubble bursts in a year leaving us with huge memory surplus. One can hope, right.
The memory surplus wouldn't be immediate after the bubble pops; at least not for regular people. What they're currently producing isn't one-to-one compatible with desktop PCs - most of the secondhand stuff from decommissioned AI datacenters wouldn't be usable outside of servers, and it'd take a while for the newly freed fabs to start churning out consumer-grade memory again, factories to install it on consumer chips, and for it to make its way to the market (mass shipping is much slower than people think). That delay would hit producers hard, possibly gumming up the works even further. Modern economics is not at all equipped for supply chain failures.
There's a reason people are panicking about this bubble, and that's not even going into the far more devastating stock market crash likely to happen when it pops. It's a nightmare in both economic and technological terms, but a small group of people stand to make a ton of money from it so they've gutted the regulatory agencies that would have prevented things from getting this bad, or at least softened the blow.