Comment by Dylan16807
2 months ago
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.