Surely if the bubble pops then micron are doing great as the deals are already agreed, but that RAM won’t be worth what companies paid for it either. What would they do with it, try and sell it off to recover some of the cost of the RAM they no longer need?
It doesn’t really matter. It’s an oligopol and they can set the prices however they want. There’s no alternative, since everyone - businesses and consumers alike - needs their product.
China can’t and won’t be able to compete, since they are far too much behind in manufacturing, chasing a moving target.
I don’t need to buy a more powerful PC if I don’t want to. I could game on 2GB just fine. I game on 32GB because when I bought it I could afford it and wanted to, but it isn’t a hard requirement. Still running an RTX2070 and see no reason to upgrade, when it dies the lowest spec GPU will probably be an upgrade.
Fuck Micron, we will remember. It’s in their interest to pump up the bubble (with 16 SCAs announced by them with no disclosure as to who, which they would if it were anyone important, can we stop reporting press releases as fact, please). When it pops, or China eats their lunch, it will likely be worthwhile to just go insolvent and reincorporate rather than keep to this SCA for anything at scale. More grist for the IPO / stock pump hype mill.
China will capture the consumer RAM segment in the future and then all of these companies will be moaning when the bubble pops and clamoring for protectionism.
Basically the same thing that’s happening with cars in the US, and we’re the ones getting screwed.
As if their deals mean a damn
They mean as much as those investments into OpenAI
