this post was submitted on 12 Jan 2026
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What I heard on the ground floor from various system integrators, components manufacturers, and other companies, is memory supply has been tied up for all of 2026, and that shortages could last as long as until 2031.

Sure it's scuttlebutt but wouldn't surprise me as being true.

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[–] LodeMike@lemmy.today 87 points 3 days ago (2 children)

The market can remain irrational longer than you can remain solvent.

[–] Sanctus@anarchist.nexus 28 points 3 days ago* (last edited 3 days ago)

Oh no, I saw this coming and bought RAM at the first hike. I'm good for 8 more years. This doesnt help everyone else tho.

[–] Jhex@lemmy.world 4 points 2 days ago (1 children)

this is not "the market" that phrase is referring to

[–] LodeMike@lemmy.today 1 points 2 days ago (1 children)
[–] Jhex@lemmy.world 1 points 1 day ago (1 children)

The phrase you mentioned refers to the stock market where companies like Tesla, for example, has stocks at huge prices when every single measure of their actual capacity, sales, innovation, demand, etc are tanking

[–] LodeMike@lemmy.today 1 points 1 day ago (1 children)

Yes and the prices in the latter are influenced by the further.

[–] Jhex@lemmy.world 1 points 1 day ago

well, that is what the phrase contradicts... if things were rational, yes the retail market would directly and proportionally affect the financial markets... but in reality, the financial markets are more speculation than reality so you could be promising to sell polished turds with AI (which makes no sense, nobody wants and you won't sell a single unit) yet your company's stock is evaluated in the billions