That is completely understandable and a necessary evolution, because I for instances, only read the AI summaries of videos in YouTube, instead of watching the whole thing, which saves time and intellect. So obviously I want more of that while I'm using a device that'll probably is the last one I could afford. /s

The whole business model we currently use is destined to fail at a certain point. Just take what the MS CEO (don't really care about his position) said about white collar jobs - if 10-20% of the workforce loses it's jobs... who's gonna pay for it? Not the ones that just lost their jobs. Businesses going out of business is just another symptom of an economy model failing and coming to it's end... the last ones to recognize it are those who think it's their bank account that's important... aka as the rich. Take your money and go to Mars... nobody with brains will miss you.

I wonder if these CEO's have insight into how long the "shortages" will really last, or is this a part of the panicking stage of CEO's trying to reassure everyone the AI bubble could never pop.

It baffles me why anyone would want shortages to go on for another few years, it's already wrecking the consumer tech industry, and the destruction of the tech market ironically doesn't do anything for companies pushing AI, because the average consumer can't consume the AI slop if they can't buy tech.

There has to be a breaking point at which someone is brave to say enough, corpos are spending money they don't have on servers, to put in datacenters which haven't been built yet, which takes massive amounts power and water that cannot be provided, all to produce something that doesn't generate anything of value or any profit.

I hope that the damage isnt going to be to widespread - we need options and competition

Hecate91It baffles me why anyone would want shortages to go on for another few years, it's already wrecking the consumer tech industry, and the destruction of the tech market ironically doesn't do anything for companies pushing AI, because the average consumer can't consume the AI slop if they can't buy tech.

You think about the consumer but manufacturers and service providers of... well, everything, need to buy new computers too. Some things can be delayed by a year or two, some can't. IT infrastructure cost was a significant part of their expenses even before November 2025, now it's becoming hard to manage and plan for. Expect more inflation.

This is so damaging. Every consumer electronics product using DRAM and NAND has countless other components, requires assembly, shipping, retailing, all of which provide jobs that will be lost.

So we can have AI bullshit and nonsense that provides... nothing.

ALl of this makes the inevitable AI bubble popping even worse.

HofnaerrchenThe whole business model we currently use is destined to fail at a certain point. Just take what the MS CEO (don't really care about his position) said about white collar jobs - if 10-20% of the workforce loses it's jobs... who's gonna pay for it? Not the ones that just lost their jobs. Businesses going out of business is just another symptom of an economy model failing and coming to it's end... the last ones to recognize it are those who think it's their bank account that's important... aka as the rich. Take your money and go to Mars... nobody with brains will miss you.

Yes, but Ai taking over jobs also shift focus to services rather than goods. Hence everything turning into subscriptions. Businesses can cut those jobs because the unemployed people will be subject to subscription / renting everything rather than having to save up for purchases. They couldn't care less about the jobless when all of society relies on subscriptions and renting to survive.

I pretty much wrote exactly this a while back as a comment on one of the shortage news posts.
On top of that, it looks like a lot of the "mostly useless electronic gadgets" companies will die a swift death, as they're not big enough to be able to source what they need.

Hecate91because the average consumer can't consume the AI slop if they can't buy tech.

So they will rent it. That's the business model.
Subscription to everything because you can't physically buy the hardware. no matter how much you can pay- there is no inventory aside from black market.

Rent your pc, cloud storage, AI agents token and so on.

A major shift is coming, the PC industry will get hit first as beta testing. Than cars, home appliance you name it.

2026 is stupid, 2027 will be a disaster.

stickleback123So we can have AI bullshit and nonsense that provides... nothing.

It was real in the mind of AI haters.

Yeah, the consequences are far reaching. But remember, if you're less than super thrilled about the bubble-driven economics surrounding AI, you're just an 'entitled gamer.'

WirkoYou think about the consumer but manufacturers and service providers of... well, everything, need to buy new computers too. Some things can be delayed by a year or two, some can't. IT infrastructure cost was a significant part of their expenses even before November 2025, now it's becoming hard to manage and plan for. Expect more inflation.

True, this is a good point, everything needs RAM and NAND too. But apparently AI is so important, the ram manufacturers won't provide any further allocation, despite having plenty of time to build up more supply.
Many parts of critical infrastructure need computers, they'll have to pass on the cost, and we'll all enjoy paying more while wage increases aren't keeping up with inflation.

TheLostSwedeI pretty much wrote exactly this a while back as a comment on one of the shortage news posts.
On top of that, it looks like a lot of the "mostly useless electronic gadgets" companies will die a swift death, as they're not big enough to be able to source what they need.

What would you categorize as mostly useless electronic gadgets?

I wouldn't miss anything like a wifi thermostat or a smart toaster, but I'm not looking forward to less competition between router brands for example.

Here's hoping China can flood the market with decent quality DRAM and snap up customers quickly enough to force back down pricing; even moreso when the bubble finally pops (sooner than later, more likely).

Hecate91What would you categorize as mostly useless electronic gadgets?

I wouldn't miss anything like a wifi thermostat or a smart toaster, but I'm not looking forward to less competition between router brands for example.

I would say smart refrigerators with a built in TVs, cameras and what not. Maybe not a gadget but hey...
All the new "ai" trinkets that don't appear to be doing much for anyone and where the companies goes bust six months after launch.

I full agree that there needs to be fewer models in a lot of product segments as well. Less competition is never a good thing, but we don't need six router SKUs from one manufacturer with pretty much the same features.
I used to work for a small router manufacturer, but this, it just gives me a headache, as I can't even figure out the difference between most of these products.
www.tp-link.com/us/home-networking/wifi-router/?filterby=6271

Same with phones, there are way too many different SKUs with little to no differentiating features and the manufacturers should really move to a two year release schedule, since there isn't anything new that is a must have feature any more.

TechLurkerHere's hoping China can flood the market with decent quality DRAM and snap up customers quickly enough to force back down pricing; even moreso when the bubble finally pops (sooner than later, more likely).

A flood of DRAM with back door will be awesome :ohwell:

And every other company that depends on computers will be raising prices too... 😿

Cuz it's pricier for them as well.

"Golden age" my 🍑

Dirt ChipA flood of DRAM with back door will be awesome :ohwell:

It doesn't work that way

This is all due to westerncentric chip companies chasing
The big bucks...high end chips for AI.and converting fabs from legacy chipmaking to high end chipmaking

And who is the big beneficiary?

China!!!

Now you can see why the Chinese began buying up all the legacy chipmaking tools they could get their hands on starting back in 2022.

In 2021 china made just 17% of the world's Legacy chips.

Today it make 40% of those Legacy Chips

And companies..even western.manufacturers are going to have to start buying them from China at inflated prices to keep their factories going.

Dirt ChipA flood of DRAM with back door will be awesome :ohwell:

If only people knew anything about anything at all before commenting :ohwell:

It seems everyone has already forgotten where this all began. Nvidia and Jensen is the beginning of this mess. All these corporations see how this one man is making bank and controlling part of the tech market and they all want their pieces of the pie. This is all a false market. All this memory is being bought for data centers that have not even been built yet and there is no guarantee they will be built. But this is why the tech market being run on speculation has problems. This bubble is going to burst and burst hard when these AI companies realize there is nobody to use their product because nobody has the usefulness of the product that made them pay high prices for items they needed for upgrades and made them angry. People/consumers are the ones that will be the deciding factor of AI's success but yet the AI corporations still don't care that consumers are getting screwed and they will lose the consumers of their own products and services they are creating today. As a society we need to boycott this and stop using the system that is screwing us, but society has no brains anymore and will continue to consume the exact poison that is destroying our lives. So in reality the consumers only do it to themselves, just look at Nvidia they know that people will buy their GPUs no matter what they do so they are in a position to screw the world and still sell records amount of GPUs. Consumers are the problem not the corporations in a sense.

I'm not even sure how anyone is supposed to buy PC hardware (particularly SSDs and RAM, among others) with these prices. The prices are literally through the roof, especially for SSDs with DRAM - as they require DRAM chips as well as NAND flash memory to be manufactured. But ironically, DRAM-less SSDs are a bit less affected by the price spike as they don't require DRAM chips, but then you get less consistent performance with them anyway (and to be 100% clear, Host Memory Buffer on DRAM-less SSDs is technically smaller capacity, is slower and may have higher latency compared to a dedicated DRAM chip - so it's far from ideal).

Anyway, needless to say, buying anything is out of the question for me with current prices. Although I was planning a PC build this year, that will also have to wait, and I'm holding onto what I have for now. I'm not sure what will happen, but I hope the situation will improve sooner or later and prices eventually drop.