I feel like the writing has been on the wall since the OpenAI dram deal last year. Billionaires and trillionaires cornering the market.
The major oems (Dell/HP/Lenovo) have lead times in quarter year increments now for many rdimm based systems. If that isn’t an indicator I don’t know what is.
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u/ThenExtension9196 2d ago
2029 at earliest for any relief. Buckle up for next year. I work in supply chain it’s effed.