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this post was submitted on 04 Oct 2026
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Good that Toshiba saw the increase in demand as an opportunity to increase sales volume, rather than price gouge their customers. Hopefully they gain market share.
IDK, it's pretty risky. Doubling production means youre taking a bet that the bubble is not going to burst.
Cory Doctorow is making the argument that the reason RAM prices are high is the producers aren't building new fabs for the data centre demand because those are expensive and hence strategic long term investments. If AI is a bubble they would have a lot of product and no one to sell it to, cratering the market.
Prices are so up that even when it bursts, they will go to normal ones. I mean price per GB was normal to go down, and now for 1st time in history it went up.
Same and worse for RAM.
Its like we are 15 years back for RAM and like 10 years back for HDDs.
Great point! Sextuple production!
Hard disks will always have demand, we need more every day and they have a limited lifespan
Yeah, I keep getting storage to get redundant back ups. My last big storage purchase was getting some before the US president took office because of the tarrif threats. But, I'll eventually need to get more.
Great point, quintuple production!
Ok, give me the money
??? I thought it was a risk free investment! You got this!
It may be risk-free, but you still need money to spend money. That's what the asshats called 'investors' are for.
Should be an easy sell, someone on the internet found an infinite demand glitch!
I’m pretty behind what I want for drives, and modern dev practices of storing tons of intermediate container build artifacts, and a resurgence of arrrborists will probably soak up drive demand even if prices fall.
Great point! Septuple production!
That is a fair point, especially with things that are very hard to set production for like processors.
There's more competition in the storage market than RAM. Someone was going to do it, might as well be them.
RAM is controlled by 3 major companies. Plus Ai companies need as much RAM as possible, unlike HDD.
Why not both ™ ?