[News] SanDisk: NAND Undersupply Extends Beyond 2026 as Customers Seek 2027 Supply
Posted by imaginary_num6er@reddit | hardware | View on Reddit | 32 comments
jecowa@reddit
First GPUs, then RAM, and now SSDs? What will be the next victim of AI?
Blueberryburntpie@reddit
Electrical bills are already going up across the US. In my area, a utility company has asked the state regulator for permission to raise the rates by upwards of several percentage to fund grid expansion and adding more generation capacity.
BlackenedGem@reddit
The economy probably
DerpSenpai@reddit
AI is the only thing keeping the USA from a recession
jocnews@reddit
Not necessarily a good thing if what is happening is just attempts to postpone the bubble bursting event. Might just make the eventual losses worse.
ComplexEntertainer13@reddit
OpenAI asking for a bailout tells me we are in the later stages.
Unless some company pulls a rabbit out of their hat and re-ignites the hype, the music is slowing.
illicITparameters@reddit
It isnt though, not even close. If you actually did some research you’d see it’s all paper. It’s the same money just moving around in a circle to make multiple companies look like they’re generating more revenue than they really are.
insolentrus@reddit
Investments in the AI sector*. On paper.
DerpSenpai@reddit
No, the actual investments taking place, GDP doesn't register "on paper" shit.
It's because NVIDIA is reigning in cash
JustHereForCatss@reddit
I hate AI. I hate it so much. I hate NVIDIA. I hate oracle. I hate corporations. I hate that I can’t have an ounce of fun in the one hobby that brings me joy so we can kill the environment faster just so people can get deluded by a chatbot “therapist”
bogglingsnog@reddit
I understand your emotion, but please also consider thinking positively as there is such an enormous wealth of games out there that run on low end hardware, do not feel like you need to keep buying cutting edge GPUs to play just the new releases. It's a treadmill they have tried to keep the gaming industry on to sell bigger and bigger gpus for at least 20 years.
DDOSBreakfast@reddit
The most popular games will all run on an absolute potato. Most gamers are living in the developing world running dated hardware.
Pheonix1025@reddit
Hades 2 and Silksong are two of the best games I’ve played in years and they both run on the Nintendo Switch 1. It’s honestly never been less tempting to upgrade unless you primarily play AAA games.
PM_ME_SQUANCH@reddit
dang is vidya the only hobby that brings you joy?
SERIVUBSEV@reddit
Corporations indulging in money laundering, scamming investors with misleading claims, building economically disastrous bubble that would impact generations not even alive yet.
Average Redditor: Hahaha, you like vidya gaymes, what a loser.
PM_ME_SQUANCH@reddit
Hey, look, AI will put me out of my job as an artist before I'm 45 -- I'm no fan of it. Just unusual to have only a single hobby bring you joy in life, it's a big world :)
jenny_905@reddit
I bought an SSD two weeks ago and the price was fine.
Genuinely what is stopping you enjoying your hobby?
arandomguy111@reddit
The DRAM and NAND price cycle happens historically, and so would happen with or without AI.
Also what's is your hobby? Buying lots of DRAM and NAND? If it's gaming (since what this sub seems to default to) these price increases are not going to prevent people from gaming.
Acrobatic_Fee_6974@reddit
They are going to increase the price of gaming hardware though. People are having to double their budget allocation for RAM now, and it's only a matter of time before they will need to do the same for SSDs. This reduces the amount they can spend on more influential components like the CPU and GPU.
arandomguy111@reddit
That is a far cry from the melodramatics of -
Acrobatic_Fee_6974@reddit
The entry price of PC gaming has been a sore spot for years now, things like DRAM prices doubling because AI bought up all available inventory is going to make some people upset. If you're truly surprised by that you must have not been paying attention.
arandomguy111@reddit
Again that is a far cry from the melodramatics -
And yes I know people do sometimes veer into hysteria and melodramatics when they are upset.
As for the cost of entry to PC gaming -
https://store.steampowered.com/steamdeck/
mujhe-sona-hai@reddit
Now you gotta be trolling
Acrobatic_Fee_6974@reddit
If are not trolling and you truly think that a handheld is at all comparable to a gaming desktop in the gaming experience it provides I don't think this is going to be a very fruitful discussion. I think the deck is a really cool piece of hardware for the price, but apart from being able to play games from your steam library, it's only an example of PC gaming in the most technical sense.
JustHereForCatss@reddit
Wow, sorry that in this bleak depressing ass world the hobby of PC gaming brings me joy and I’m sad because it’s becoming cost prohibitive to participate in it
arandomguy111@reddit
I'll be direct here. I'm not trying to attack you personally in a negative way, my actual point is simply to give some perspective (and as a by product maybe give you a different outlook that makes you feel better).
People keep pushing this bleak narrative regarding gaming but if gaming itself is your actual hobby maybe look at it a different way? My guess I'm assuming is you have a gaming PC already so that can still play games and is isolated from the costs. We aren't in an era where hardware can get obsolete essentially the next year (yes I've been PC gaming that long) so that you get priced out if you don't just constantly upgrade.
And ultimately if you do want to upgrade how much of a price increase burden is that really going to effect you? This is to something presumably going to give you years (given how slow things get obsolete now) and hundreds (if not thousands) of hours of enjoyment?
Look I'm someone extremely frugal, deal hunt mercilessly, and penny pinch literally. So from an actual in practice stand point I'm likely way more extreme than the people who just complain about this stuff online. But the difference is if you take step back and have some perspective you'd also realize it's not as big of a deal as it really is.
Vb_33@reddit
I mean you can game just fine on 1 stick (yes I know no dual channel boost) of some cheap ram. It's not do or die, but yea higher RAM prices suck.
Acrobatic_Fee_6974@reddit
One DIMM kits are not that much cheaper because they don't benefit from economies of scale (99% of users are buying two DIMM kits).
airfryerfuntime@reddit
No, you can have fun, it'll just cost you. They're obviously not making enough money selling $25,000 H200s as fast as they can fucking make them, so they have to charge an arbitrary number for a gaming GPU, but that number has to drive hype, so it's becomes a premium product that most people can't afford.
hackenclaw@reddit
Just remove the sanction let YMTC stretch its wing, come on.
SERIVUBSEV@reddit
NAND manufacturers being in the industry know Jensen and his marketing more than anyone, and have been skeptical of AI bubble even since Jensen started building hype for it.
There has been minimal capacity addition by NAND manufacturers despite all the projections of $3 trillion/year investments by 2028 and all other crap that KPMG and Deloitte get paid to put out.
imaginary_num6er@reddit (OP)