Comment by Dylan16807
2 months ago
> manufacturers are switching production
In what ways? The only switching I've seen is away from desktop memory.
2 months ago
> manufacturers are switching production
In what ways? The only switching I've seen is away from desktop memory.
You've answered the question! They're redirecting those chips to industrial use which makes desktop products more expensive and less available. Samsung is also extending DDR4 production, for example.
I thought you were listing a switch in production that would relieve the shortages after we wait a few months. Switching away from desktop memory makes the shortages worse. So why do you expect there to be a glut in 6 months?
If you meant glut of memory suitable for datacenter GPUs, I don't expect that nearly so soon. That market can absorb extra chips pretty easily unless we see a really harsh pop really soon.
The same chips go into desktops as servers, so this is just redirecting the chips to another assembly line. I think there's a good chance the memory market will see a huge boost in supply to server spaces, and some memory will switch back to desktop use.