Now That 2027 RAM Manufacturing Capacity Has Reportedly Been Sold Through, It's Hard To Imagine the RAMageddon Ending Any Time Soon
www.ign.com
A new report suggests that all three memory manufacturers — Samsung, SK Hynix, and Micron — have collectively sold through their 2027 memory manufacturing capacity to AI companies.
    • NekoKoneko@lemmy.worldEnglish
      6·
      6 days ago

      Exactly. What this means is IOUs from hyperscalers are worth more to RAM manufacturers than sell-through to retail. I still have no doubt the bubble will pop eventually, I hope sooner than later, and when that happens the IOUs will be worth less (worthless, even).