Home Creators Posts Import Register Favorites Logout

Content

Over the past couple of weeks there has been an immense amount of discussion online regarding recent RAM Shortages, the annoyingly cyclical nature of the DIY parts market, and what 2026 will look like for gamers...and frankly, a lot of it has been unproductive and misinformed...

So, let's talk about it! This episode will look back on the 2020-2022 shortages, look forward towards what we expect in 2026, and highlight where we believe tech enthusiasts are likely to be mistaken...and where they haven't learned any lessons from the past! Feel free to submit below regarding anything having to do with shortages, misconceptions about manufacturing and this market, and concerns about shopping in 2026!

You have ~3 hours to submit! (Sorry AGAIN for the short notice)

https://youtu.be/mxTj5xcd1-Y

https://youtu.be/v1JN8nCD1JM

https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram-deal

Comments

PostRetroism

Here on KYAI radio we've got Rage Against the VC with their hot new song "Building in the Name Of" {needle drops} "Some of those that buy wafers, are the same that sell agents"

Brian Steiner

Gamer rage for sure. Nobody wants to pay $500 for ram, and if GPU prices go nuts too, it will be a bitch fest.

Gob

The people who will be raging are the people who overspent during the last shortage and are looking to upgrade during this shortage. I appreciate the reporting and your ability to express nuanced responses to stories in the industry. I’ve met very few people in life capable of forming nuanced opinions on any topic. I foresee lots of rage.

TheParadoxy

No idea, but I mostly feel bad for young people who are just getting into PC gaming. The rest of us have been through enough cycles to buy when prices are low. I just can't be surprised by these supply crunches anymore

Mark Smith

This should be the year to see how well one can build a used PC that plays games on decent settings, or see how much they can optimize their current PC. Why buy when it will be a bad time to do so, unless one has to? Otherwise, this should be a year for people to wait out the storm if they can.

Cleansweep

Plenty of rage from everyone who was caught in an upgrade cycle or needs to replace something that failed. I feel like if anyone who survived the 2020-2022 cycle has learned anything, it's to find Discords that do stock notifications and maybe set up bots to try to snag good items with good prices. That and maybe overstock on stuff when prices finally collapse, if they collapse.

nonews

With nvidia shifting to LPDDR for server DRAM, are all segments of RAM availibity screwed? Will desktop move more to LPDDR? Is AMD's plan to use LPDDR instead of GDDR on next gen GPUs threatened or is a large large increase in LPDDR capacity more likely than a GDDR capacity increase?

KarbinCry

It feels impossible for 2026 to be anything BUT the year of outrage. With people who even try to explain the business, the economics labeled as corporate bootlickers for the sin of consider something other than the "good of the consumer". With traditionally "pro-consumer" medoia flying off the handle, foregoing any research or fact checking, and proposing vague, nonsensical conspiracy theories. All this underlined with outright shills cynically grinding for outrage clicks, and social media algorithms naturally inclined to promote the engagement bait. I fear that ignorant, masturbatory, false "pro-consumerism" will be what anti-vax or other nonsensical conspiracy movements have become. A constant cancer on our community, ever growing, ever more prominent.

Dylan K.

What do you think the difference is between 2020-2022 outrage and 2026 will be? Is it solely because in 2020, blaming things on a illness I.E covid was just an easy point to make vs AI companies ? or is there something else at play here?

Nicholas Buckner

Friends who trade or barter PC parts at reasonable prices will have their faces lit up more than the item's RGB.

AI Generated Fish

Statement and clarification on my post about CES, I've always looked at it through a laptop-centric lense, not desktop but this is where I think it will be extremely disappointing: No new GPU's for laptop and what we're getting will likely be more expensive. 5050, 5060 & 5070 all have 8gb of vram and pathetic gen over gen uplifts. We're not getting zen 6 on laptop at CES for sure, and intel is doing intel things. Strix halo has so far been in ONE laptop and even if they announce more, the MSRP's OEMs have set are ridiculous relative to the performance for consumers. So in laptop especially, I see an already lousy market just getting more expensive while offering literally nothing new for consumers. (for the record, I'm cautiously optimistic about CES 2027 IF AMD can at least get the full Medusa line, including halo announced).

Chris Rijk

For the major hardware companies, I suspect Intel is the most exposed to the increasing prices. They’re not making that much money from AI and if a PC recession occurs, Intel will suffer relatively more due to client sales being their one big profit center remaining. Would you agree and any other thoughts on which companies or markets would be most affected? I think DIY gamers will be less affected than the average consumer if prices return to normal by the end of 2026 since there’s relatively little gamer hardware coming out in 2026.

Timo H

Tech enthusiasts live in bubble and think this 1% bubble is bigger than it is. Most pc gaming is by "casual gamers" who are not interested in specs or even software that much. Second big one is how much is underestimated by everyone that datacenters,corporations,universities with their real life needs buy hardware and factor in gaming stuff is way way cheaper (as Karbin reminded yesterday). With AI craze this has only escalated. Most of all this helps to push R&D forward that is risky and expensive.

Timo H

This rant could be in deus ex universe by one of those NPC characters one meets to explain why world ended up dystopian there.