• django@discuss.tchncs.de
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    1 month ago

    TLDR: wait for 2028

    The turning point for supply may arrive in 2028. A TrendForce projection presented at the 2026 Future of Memory and Storage conference indicated that DRAM supply could exceed demand by about 2% that year.

    Until then, AI servers will continue competing with conventional products for a limited pool of DRAM wafers.