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Memory crisis expected to last until 2031, supply already allocated for 2026 (www.tweaktown.com)

submitted 1 day ago by inclementimmigrant@lemmy.world to c/pcgaming@lemmy.ca

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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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[–] ZeDoTelhado@lemmy.world 10 points 1 day ago (2 children)

You are not wrong about the reallocation part. However, if you see the actions from micron (fuck you micron BTW), they are going all in and having a shit storm in PR on the consumer side. If they are taking these risks without proper assurances, then they are utterly deranged

[–] matlag@sh.itjust.works 3 points 17 hours ago

Promises of buying only work if the buyer still exists at the time you produce the goods.
Besides, I'm pretty sure that the main buyers type on the consumer side are PC and phone makers. So they could go back there almost unharmed.

[–] cazssiew@lemmy.world 3 points 17 hours ago (1 children)

I'm not sure there's a way to have proper assurances for such vast sums of silicon and money. You're going with the flow of the speculation at that point. If it pops, their best hope is for bailouts to save them (not unrealistic, but their interlocutors will then be governments, not corporations).

[–] ZeDoTelhado@lemmy.world 1 points 16 hours ago* (last edited 16 hours ago)

You do have a good point that at a certain point it is not possible to have assurances as in values. However, there are other assurances that can be even more important, such as, contractual ones. If they do not have the proper assurances at that level too up to a certain point, then everyone is highly blindsided on the c suite.

But my biggest point has to do with burning a massive bridge, the consumers, and take a dive into this nonsense.