for me RAM is a perfected technology, new buses will come, more speed, but it will fundamentally be the same manufacturing process, same materials. The prospect is that LLMs will keep getting larger, more RAM will be required, and the prices will keep getting higher, or along the curve, while the demand will keep up with it because everything has RAM in it. Do you see a point in the future where the industry forks out of this, and there’s an alternative where the end user is not affected as much from the demand of this resource?
Once Chinese companies ramp up production, there’s going to be cheap RAM again. Also, the bubble will pop eventually.
*RAMp up production
No. Most of the Chinese RAM production is going to Chinese data centers, as per Chinese government mandate.
And why would any of these players invest $100b to lower their product’s prices at the risk of overproducing
Might want to ask yourself why Chinese companies did this with stuff like solar panels and EVs, and the answer to your question will come to you.
Chinese century NGL, even with more complex items such as CPUs and GPUs China is coming along in leaps and bounds .
Exactly, and the rate of progress there is just stupefying.