The AI Bubble burst

subcon959 · 2026-08-02T16:08:14+0100

It's almost like they want DRAM supply to stay limited so they can keep the 80% margins in case the circular finance in HBM bursts at some point..

Nakamichi · 2026-08-02T16:10:51+0100

subcon959 said:
It's almost like they want DRAM supply to stay limited so they can keep the 80% margins in case the circular finance in HBM bursts at some point..

Precisely! Market manipulation via collusion.
i suspect exactly the same.

smf · 2026-08-02T16:56:09+0100

subcon959 said:
Isn't it a little strange that they admitted DRAM is more profitable than HBM right now and yet Crucial was shutdown and consumer RAM in general is getting shafted supply wise.

HBM was more profitable when they shut down crucial.

There was enough DRAM inventory within the supply chain that allowed the prices to stay lower, especially as some consumers delayed purchases while they waited for the lower prices to return. Now that the inventory is lower, DRAM is now more profitable but they are locked into contracts to produce HBM that would too much to get out of.

It's capitalism. If you want memory right now, be a billionaire.

ShintaiUS · 2026-08-02T17:55:28+0100

smf said:
China isn't communist. They are state capitalist and aiming for socialism by 2049. The Chinese Communist Party, is like how the National Socialists in Germany use aspirational labels instead of accurate labels to achieve power. CCP isn't proposing communism now, as the Nazi's didn't propose implementing socialism in 1930's Germany.

I am curious about the relevancy of this? what are you getting at?

Nakamichi · 2026-08-02T18:00:14+0100

ShintaiUS said:
I am curious about the relevancy of this? what are you getting at?

Socialist Cat says "Socialism is ALWAYS relevant comrade!" <3

ShintaiUS · 2026-08-02T18:03:58+0100

I'd gladly buy knock-off Chinese RAM, if that means fucking over the big guys getting prices up or favoring AI. It doesn't mean I like socialism or abusing people from other countries. It literally means my purchase decisions fucking over the big guys. Hope that helps anybody.

Nakamichi · 2026-08-02T18:10:58+0100

ShintaiUS said:
I'd gladly buy knock-off Chinese RAM, if that means fucking over the big guys getting prices up or favoring AI. It doesn't mean I like socialism or abusing people from other countries. It literally means my purchase decisions fucking over the big guys. Hope that helps anybody.

soon you will be able to buy CXMT-based ram if gamers nexus etc are right.

subcon959 · 2026-08-02T18:11:11+0100

ShintaiUS said:
I'd gladly buy knock-off Chinese RAM, if that means fucking over the big guys getting prices up or favoring AI. It doesn't mean I like socialism or abusing people from other countries. It literally means my purchase decisions fucking over the big guys. Hope that helps anybody.

I hate to say it but I think it's far morely likely that CXMT joins the cartel than helping out the retail buyers.

Nakamichi · 2026-08-02T18:18:29+0100

subcon959 said:
I hate to say it but I think it's far morely likely that CXMT joins the cartel than helping out the retail buyers.

hahaha... oh boy. we'd be screwed even worse then.
So royally screwed.

subcon959 · 2026-08-02T18:22:06+0100

Nakamichi said:
hahaha... oh boy. we'd be screwed even worse then.
So royally screwed.

Yeah, I'm pretty sure they are already supplying Nvidia.

tech3475 · 2026-08-02T18:37:16+0100

subcon959 said:
I hate to say it but I think it's far morely likely that CXMT joins the cartel than helping out the retail buyers.

I consider the CCP to be the wildcard.

In theory I wouldn't be surprised to see them shift to prioritising data centers, especially Chinese ones.

However, the CCP could also coerce them to still maintain decent retail stockpiles in order to control inflation and perhaps help them in making other nations favour them.

The AI Bubble burst

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