inb4 AI has the same supply chain effects as a worldwide pandemic. I guess those AI doomers that talked about it being the end of the world had it right!
There is a saying that is often trotted out my economists "That the cure for high prices, is high prices".
There is a consumer market and business need for DRAM outside of AI. Someone will fulfil the need as there is a high incentive to. It just going to take a bit of time for this to happen. My equipment is going to be fine for another few years. So I am going to just hang tight and make do with what I got for now.
And those uses which fall short of the new threshold, e.g. hobbyist SBCs, slowly fall away.
Raspberry PI is the defacto standard for SBCs. Almost all the other SBCs had significant problems usually around software support and also third party support e.g. Hats, cases etc.
Oh look, there is a player coming into the market it seems:
https://economy.ac/news/2026/02/202602288291#:~:text=If%20eq...
EDIT: In fact many other chinese companies are now expanding into DRAM because of the high prices. Which confirms exactly what I said.
> chinese companies are now expanding into DRAM because of the high prices
In the US. The rest might do the other way. The US of course will try to do some arm twisting. Hopefully the world can learn to fight back.
Unless the capital cost to compete is too high and the risk of the existing manufacturers undercutting you is very real. Plus it can take 5-10 years or more to build a new fab, debug/iterate your process, then start shipping product.
Markets are prone to natural distortions. This is one form of that. It can be perfectly natural for all potential competitors to choose not to compete no matter how much demand exists.
Frankly I'd expect nationalization of some of the DRAM makers before we see the rise of useful competitors. The more likely scenario is government pressure, up to and including arresting executives, to rattle the cages of the existing players who are way better placed to expand production quickly for relatively low capex. Not that I think any action is likely in the short term. My guess is the existing players are betting on an AI bubble pop so they don't see the use in really expanding capacity only to be left with idle fabs later. None of us really knows.