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I have a suspicion these new prices will stick around, even after the RAM shortage ends. Speaking of which, what's the timeline of the RAM shortage ending? I h

I have a suspicion these new prices will stick around, even after the RAM shortage ends. Speaking of which, what's the timeline of the RAM shortage ending? I have no sense for whether it is going to be (for example) 6 months or 3 years.

dwa3592 3mo ago
Until China floods the market with their memory which is starting
- jauntywundrkind 3mo ago
  I'm seeing it with NAND. Look at the AWS Prime ssds available, and it's a massive list of strange drives you've never heard of, with very few reviews available, almost all using YMTC. The prices aren't fantastic, but given that five sixths of the drive market is straight up gone, I think we need to start reviewing and hoping for the best here, fast. I really hope endurance is indeed as rated, that we aren't about to all get burned incredibly badly for using YMTC chips. CXMT is indeed starting to get some ram out there. But I am pretty skeptical it's going to make much of a dent. They're currently single digits % of the world ram production. They need to scale a lot to make any dent, and as soon as they do, it feels like there's plenty of people ready to snatch up those supplies. We need massive massive massive growth in availability and there's no sign that current scale up plans will be at all adequate.
  - dwa3592 3mo ago
    right, but that seems to be the only viable path for any reduction in prices unless the bubble suddenly pops which these ultra qualified people (sam, dario, elon, oracle and so many more) won't let happen.
    - Danox 3mo ago
      They won't have choice the bad blood they are creating now won't buy them customers in the future there will be western companies and one country that will design around this AI fiasco.
  - malshe 3mo ago
    > Look at the AWS Prime ssds available Where?
    - fmajid 3mo ago
      He's being facetious referring to Amazon Prime. Though AWS and Amazon Ads together account for the entire enterprise value of Amazon, i.e. Wall Street considers Amazon e-commerce to be worthless other than as a loss-leader source of inventory for ads.
  - rescbr 3mo ago
    The problem with these drives is that you can't ensure the grade of the NAND chips. They could be A+ grade with great endurance but they could also be bottom of the barrel. I had two KingSpec SSDs sourced from AliExpress that failed too soon: one used YMTC and the other used Intel chips. Both failed within 1 to 2 years. I have another one which is 5 years old by now.
  - Danox 3mo ago
    Initially no but the Chinese will play long and take over much of the existing market worldwide and some companies that are capable will move design and engineering of memory in house and fab with a third party. With in house SOC's now out there memory will be next out of necessity/survival.
  - djfergus 3mo ago
    "By the end of 2026, we expect CXMT to reach roughly 350 kwspm, which is only modestly below Micron’s estimated ~385 kwspm. This would position CXMT close to becoming the industry’s third-largest memory supplier" https://newsletter.semianalysis.com/p/chinas-cxmt-is-set-to-challenge-dram https://newsletter.semianalysis.com/p/chinas-cxmt-is-set-to-... At current margins their capacity is going to commodity DRAM since their HBM process is not competitive. Will be interesting to see how it pans out
    - fmajid 3mo ago
      Apple is trying to get a waiver to use CXMT RAM, incidentally. The Chinese government has ordered them to prioritize deliveries to Chinese manufacturers, however.
brandrick 3mo ago
Considering what's causing it, I can't imagine it's a particularly short timeline.
justincormack 3mo ago
At least 3 years maybe more.
mDyJzDPmBdG 3mo ago
On supply side 3 years is about right, new plants won't come online faster. Demand might collapse faster if some AI companies go bankrupt or at very least fail next funding round.
- thewebguyd 3mo ago
  Depends on who goes bankrupt and what happens to their IP when it happens. If OpenAI or Anthropic liquidate, and the IP gets scooped up by MS, Amazon or Google, demand will remain, the public clouds will still want to run them. Maybe some pressure will come off if they lose the appetite to train new models for a while, inference is cheaper, but they'll still finish some of the buildout.
revolvingthrow 3mo ago
>what's the timeline of the RAM shortage ending? Barring unusual market forces like Taiwan invasion the timeline to ending the acute shortage seems to be mid 2028. The AI still has plenty of money to burn and is the biggest driver, but we’re also shortly before gaming consoles ought to release a new gen (although who knows whether they won’t get delayed for a while). There was even going to be a small upgrade cycle for nerds waiting for 2nm fabbed devices, same as pre-ai datacenters looking for power efficiency. Plenty of pent-up demand, too, as many people simply make do with what they have but will upgrade once the silliness stops. If you’re looking for ssd/ram prices to go back to the low of 2024/early 2025 it probably won’t happen before China catches up, which will be a while yet. There is some build up of new capcity happening from current manufacturers but it’s significantly less than what the demand increased by.
- 15155 3mo ago
  > Taiwan invasion Are many DRAM fabs in Taiwan? Does TSMC manufacture DRAM for SK Hynix, Samsung, Micron, or CXMT?
  - Chris_May 3mo ago
    If TSMC is blown up, how much RAM is used in new datacenters?
    - 15155 3mo ago
      I was thinking this as well - DRAM and NAND demand instantly crashes because the primary chip supply ceases to exist. This "shortage" will pass.
- forestingfisher 3mo ago
  China won’t invade Taiwan. Be realistic
  - lantry 3mo ago
    If you wanted to be realistic, you wouldn't say for sure that they won't.
haunter 3mo ago
It’s a permanent price hike Eventually supply and demand will get back in a better balance and we will probably see prices rise slower than inflation until adjusted for inflation prices are close to to where they were before but the actual dollar price isn’t likely to go down.
jorvi 3mo ago
With new fabs built and AI demand shrinking, they will have to. If they don't, considering the last lost price fixing case, they will be absolutely crushed by the EU and probably other governments as well.
ErneX 3mo ago
The new Xbox CEO said recently they are expecting storage prices to be 5x what they were late 2025 by late 2027. And that RAM should be similar. Anyone making hardware is having a rough time. Like Valve who had to release their new PC at around 40% more expensive than what they originally wanted.
snarfy 3mo ago
When the AI bubble pops.
winocm 3mo ago
https://www.theregister.com/systems/2026/06/25/micron-locks-in-historically-high-memory-prices-for-five-years/5261854 https://www.theregister.com/systems/2026/06/25/micron-locks-... :(
newtwentysix 3mo ago
as the line goes "wheat price goes up , bread price goes up. Wheat price goes down, bread price stays up"

dwa3592 3mo ago

Until China floods the market with their memory which is starting

jauntywundrkind 3mo ago
I'm seeing it with NAND. Look at the AWS Prime ssds available, and it's a massive list of strange drives you've never heard of, with very few reviews available, almost all using YMTC. The prices aren't fantastic, but given that five sixths of the drive market is straight up gone, I think we need to start reviewing and hoping for the best here, fast. I really hope endurance is indeed as rated, that we aren't about to all get burned incredibly badly for using YMTC chips. CXMT is indeed starting to get some ram out there. But I am pretty skeptical it's going to make much of a dent. They're currently single digits % of the world ram production. They need to scale a lot to make any dent, and as soon as they do, it feels like there's plenty of people ready to snatch up those supplies. We need massive massive massive growth in availability and there's no sign that current scale up plans will be at all adequate.
- dwa3592 3mo ago
  right, but that seems to be the only viable path for any reduction in prices unless the bubble suddenly pops which these ultra qualified people (sam, dario, elon, oracle and so many more) won't let happen.
  - Danox 3mo ago
    They won't have choice the bad blood they are creating now won't buy them customers in the future there will be western companies and one country that will design around this AI fiasco.
- malshe 3mo ago
  > Look at the AWS Prime ssds available Where?
  - fmajid 3mo ago
    He's being facetious referring to Amazon Prime. Though AWS and Amazon Ads together account for the entire enterprise value of Amazon, i.e. Wall Street considers Amazon e-commerce to be worthless other than as a loss-leader source of inventory for ads.
- rescbr 3mo ago
  The problem with these drives is that you can't ensure the grade of the NAND chips. They could be A+ grade with great endurance but they could also be bottom of the barrel. I had two KingSpec SSDs sourced from AliExpress that failed too soon: one used YMTC and the other used Intel chips. Both failed within 1 to 2 years. I have another one which is 5 years old by now.
- Danox 3mo ago
  Initially no but the Chinese will play long and take over much of the existing market worldwide and some companies that are capable will move design and engineering of memory in house and fab with a third party. With in house SOC's now out there memory will be next out of necessity/survival.
- djfergus 3mo ago
  "By the end of 2026, we expect CXMT to reach roughly 350 kwspm, which is only modestly below Micron’s estimated ~385 kwspm. This would position CXMT close to becoming the industry’s third-largest memory supplier" https://newsletter.semianalysis.com/p/chinas-cxmt-is-set-to-challenge-dram https://newsletter.semianalysis.com/p/chinas-cxmt-is-set-to-... At current margins their capacity is going to commodity DRAM since their HBM process is not competitive. Will be interesting to see how it pans out
  - fmajid 3mo ago
    Apple is trying to get a waiver to use CXMT RAM, incidentally. The Chinese government has ordered them to prioritize deliveries to Chinese manufacturers, however.

brandrick 3mo ago

Considering what's causing it, I can't imagine it's a particularly short timeline.

justincormack 3mo ago

At least 3 years maybe more.

mDyJzDPmBdG 3mo ago

On supply side 3 years is about right, new plants won't come online faster. Demand might collapse faster if some AI companies go bankrupt or at very least fail next funding round.

thewebguyd 3mo ago
Depends on who goes bankrupt and what happens to their IP when it happens. If OpenAI or Anthropic liquidate, and the IP gets scooped up by MS, Amazon or Google, demand will remain, the public clouds will still want to run them. Maybe some pressure will come off if they lose the appetite to train new models for a while, inference is cheaper, but they'll still finish some of the buildout.

revolvingthrow 3mo ago

>what's the timeline of the RAM shortage ending? Barring unusual market forces like Taiwan invasion the timeline to ending the acute shortage seems to be mid 2028. The AI still has plenty of money to burn and is the biggest driver, but we’re also shortly before gaming consoles ought to release a new gen (although who knows whether they won’t get delayed for a while). There was even going to be a small upgrade cycle for nerds waiting for 2nm fabbed devices, same as pre-ai datacenters looking for power efficiency. Plenty of pent-up demand, too, as many people simply make do with what they have but will upgrade once the silliness stops. If you’re looking for ssd/ram prices to go back to the low of 2024/early 2025 it probably won’t happen before China catches up, which will be a while yet. There is some build up of new capcity happening from current manufacturers but it’s significantly less than what the demand increased by.

15155 3mo ago
> Taiwan invasion Are many DRAM fabs in Taiwan? Does TSMC manufacture DRAM for SK Hynix, Samsung, Micron, or CXMT?
- Chris_May 3mo ago
  If TSMC is blown up, how much RAM is used in new datacenters?
  - 15155 3mo ago
    I was thinking this as well - DRAM and NAND demand instantly crashes because the primary chip supply ceases to exist. This "shortage" will pass.
forestingfisher 3mo ago
China won’t invade Taiwan. Be realistic
- lantry 3mo ago
  If you wanted to be realistic, you wouldn't say for sure that they won't.

haunter 3mo ago

It’s a permanent price hike Eventually supply and demand will get back in a better balance and we will probably see prices rise slower than inflation until adjusted for inflation prices are close to to where they were before but the actual dollar price isn’t likely to go down.

jorvi 3mo ago

With new fabs built and AI demand shrinking, they will have to. If they don't, considering the last lost price fixing case, they will be absolutely crushed by the EU and probably other governments as well.

ErneX 3mo ago

The new Xbox CEO said recently they are expecting storage prices to be 5x what they were late 2025 by late 2027. And that RAM should be similar. Anyone making hardware is having a rough time. Like Valve who had to release their new PC at around 40% more expensive than what they originally wanted.

snarfy 3mo ago

When the AI bubble pops.

winocm 3mo ago

https://www.theregister.com/systems/2026/06/25/micron-locks-in-historically-high-memory-prices-for-five-years/5261854 https://www.theregister.com/systems/2026/06/25/micron-locks-... :(

newtwentysix 3mo ago

as the line goes "wheat price goes up , bread price goes up. Wheat price goes down, bread price stays up"