this post was submitted on 26 Jun 2026
119 points (98.4% liked)

Technology

85739 readers
4344 users here now

This is a most excellent place for technology news and articles.


Our Rules


  1. Follow the lemmy.world rules.
  2. Only tech related news or articles.
  3. Be excellent to each other!
  4. Mod approved content bots can post up to 10 articles per day.
  5. Threads asking for personal tech support may be deleted.
  6. Politics threads may be removed.
  7. No memes allowed as posts, OK to post as comments.
  8. Only approved bots from the list below, this includes using AI responses and summaries. To ask if your bot can be added please contact a mod.
  9. Check for duplicates before posting, duplicates may be removed
  10. Accounts 7 days and younger will have their posts automatically removed.

Approved Bots


founded 3 years ago
MODERATORS
 

TrendForce expects another 40% rise in Q3 as buyers downgrade specs to secure supply.

you are viewing a single comment's thread
view the rest of the comments
[–] themachinestops@lemmy.dbzer0.com 25 points 15 hours ago* (last edited 15 hours ago) (2 children)

This is why there should be laws regarding RAM prices. A couple of companies buying the entire supply shouldn't be allowed.

https://news.ycombinator.com/item?id=48634559

[–] JohnEdwa@sopuli.xyz 29 points 15 hours ago* (last edited 15 hours ago) (1 children)

Technically, they are buying manufacturing capacity. Datacenters don't use consumer DDR5 sticks with epic RGB lighting, they use server grade hardware, and are contracting the manufacturers to make stuff for them at high premiums. That means they either aren't making consumer hardware at all - causing shortages - or if they are, they are asking a premium because they could be using the time better making the server stuff.

Kind of like a medieval baker - if the king offers to buy 1000 cakes from you at a ridiculous price, you aren't going to be spending time baking any bread for the peasants to eat.

[–] themachinestops@lemmy.dbzer0.com 6 points 15 hours ago* (last edited 15 hours ago)

I believe at first AI companies bought the future supply for HBM, which caused ram scarcity since the same companies that make DDR5 are focusing on HBM. Currently a lot of the DDR5 future and current supply is going to Data centers, not leaving much for normal consumers.

https://www.tomshardware.com/pc-components/ram/data-centers-will-consume-70-percent-of-memory-chips-made-in-2026-supply-shortfall-will-cause-the-chip-shortage-to-spread-to-other-segments

[–] terabyterex@lemmy.world 14 points 13 hours ago (1 children)

I agree. i dont think there is a shortage. the ram companies are just using the buying spree to jack up prices and make investors happy. i didnt think about price caps till you mentioned it but ram really is essential to people's livelyhood. i am soap boxing this moving forward :)

[–] Nouvellalia@lemmy.world 9 points 13 hours ago

The AI companies are also buying tons of it and just locking it away. They can't use it, they are keeping competitors from using it. If competition with you will cost me $20 billion in revenue, but buying $15 billion worth of RAM stops you from being able to compete, buying the RAM just to destroy it is a no brainer.