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Memory maker Micron says RAM shortages will last until 2028 as prices keep climbing
(www.eurogamer.net)
this post was submitted on 03 Oct 2026
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More sellers means smaller pieces of the pie for everybody - if supply reaches demand. CXMT will have to distinguish themselves somehow in the market. If it's just virtue of being able to provide chips to those who couldn't get any, then yes, the price doesn't have to drop. But how many data-centers can they build and for how long?
Endless growth doesn't exist.
They're buying out "years" of future capacity. Years. The pie isn't shrinking much. When the bubble pops things will improve. Not a moment before.