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Pastimes : Computer Building
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To: Chartgod who wrote (1339)12/1/2025 2:26:33 PM
From: nicewatch  Read Replies (1) of 1352
 
Which fake sales are those? This is a real event, it will eventually pass but hard to say when exactly. My WAG is 12-18 months and anything sooner is welcome. The other year makers mostly phased out DDR4 and switched to DDR5, and due to the insane scale of datacenter builds some have shifted from DDR5 to HBM. Unlike prior cycles nand makers aren't immediately ramping up production having been burned in the past. There's been recent news of new HBM factories announced in Asia but those take 1-2 years before up and running if lucky.
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