Yes, all of that, PLUS the impacts of this very related news which will make the impact even worse:
AI datacenters are buying large amounts of ram from the companies making these things and are willing to pay whatever price needed to get more. This has driven up prices absurdly.
As for consumer electronics and prebuilts yeah it’ll raise their prives. Samsung can’t even buy ram from samsung for their phones. Atleast they had to re-negotiate a much higher price per chip
How does that work when a company can’t buy from itself?
Often times they’re technically separate entities. In that case, they can actually get in trouble for selling it cheaper internally as an anti-competitive practice.
The AI industry drives up demand and production capacity takes long to increase.
Eventually it will influence consumer electronics. The more similar the ram is the faster it will.
Eventually it will influence consumer electronics.
It already has and in a big way. I saw one comment on a Jeff Geerling video saying they had bought 96G of DDR5 RAM a year ago for $205 and that it was well over $600 now.
I just looked online for 64GB of DDR5 and it was $900…
