this post was submitted on 25 Nov 2025
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The way I'm reading it, the supply is only constrained relative to the increase in demand. The article isn't really clear on the matter, so it can be interpreted both ways
You're exactly right.
The unusual thing here is that production is not following demand.
It isn't the case that RAM manufacturers are unable to buy more RAM manufacturing equipment. They're simply choosing not to invest in new RAM manufacturing equipment because, collectively, they seem to agree that the demand is a bubble which will collapse before the investment will break even.
Since that sector typically targets a 3-5 year payback window, it means that the market is not expecting demand to continue rising long-term.
The article is simply AMD pricing the bubble uncertainty into their product. We'll likely see the Steam Machine have a similarly inflated price (and also due to tariff uncertainty)