this post was submitted on 20 Dec 2025
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As a silver lining, you think this could stabilize GPU prices? Or at least CPU prices?
If there's less RAM/SSDs to build PCs with, then people will buy fewer GPUs/CPUs for them.
GPUs also need memory. So they aren't escaping this from a consumer POV. Not to mention how production capacity is still being sucked up data centres, but now for AI.
Outside of maybe integrated GPUs, I doubt it, because they need their own memory and are constrained by the same bottleneck
DRAM.
I've read one article arguing that CPU prices will likely drop during the RAM shortage.
I don't know if that's actually true
I think that depends very much on the ability of CPU manufacturers to economically scale down their production to match demand, and I don't know to what degree that is possible. If they need to commit to a given amount of production in advance, then yeah, probably.
Go back a couple years, and DRAM manufacturers
who are currently making a ton of money due to the massive surge in demand from AI
were losing a ton of money, because they couldn't inexpensively rapidly scale production up and down to match demand. I don't know what the economics are like for CPUs.
https://finance.yahoo.com/news/fear-dram-glut-stifling-micron-155958125.html
We had a glut of DRAM as late as early this year:
https://evertiq.com/news/56996