I know for a fact 125% of current RAM production is sold under 2031. That is, 125% of what is being produced right now is already sold. And we're not even talking about the new ram that is coming out/has started coming out this year.
That is, if Micron and Sy Henix are not able to increase their production by 25%, they are in deep trouble. Fortunately, they are more or less likely to double their production by 2028 at the latest.
I know for a fact 125% of current RAM production is sold under 2031. That is, 125% of what is being produced right now is already sold. And we're not even talking about the new ram that is coming out/has started coming out this year.
That is, if Micron and Sy Henix are not able to increase their production by 25%, they are in deep trouble. Fortunately, they are more or less likely to double their production by 2028 at the latest.
Just to give you an idea...
On the other hand - latest model providers are now turning away customers:
https://x.com/kimi_moonshot/status/2078855608565207130
OpenAI going bankrupt would solve the problem. ( They huff 40% of the entire world's DRAM production. )