The RAM shortage could last years

Article

• Samsung, SK Hynix, Micron capacity constrained; HBM prioritized over DRAM
• AI infrastructure demand is crowding out consumer and gaming RAM supply
• Shortage projected to last 3-4 years for mainstream market

Discussion

• Commenters note Google TurboQuant (6x KV cache reduction) and China’s YMTC not mentioned
• Some optimists: shortage may force better memory efficiency in software
• Contrarian take: if AI bubble bursts, RAM glut follows; Chinese suppliers could fill gap

Discuss on HN