Well, if the real problem is RAM price, and I’m not convinced it is, more fabs are due to come online late next year. Ram and disk prices will come down eventually. Might be a year or two.
I’d be more worried that AMD is eating their lunch and will start on their dinner and breakfast before the prices drop again.
AMD can’t compete with overall demand. They might be a marginal preferred vendor, but there’s still enormous demand in excess of their production capacity.
Well, if the real problem is RAM price, and I’m not convinced it is, more fabs are due to come online late next year. Ram and disk prices will come down eventually. Might be a year or two.
I’d be more worried that AMD is eating their lunch and will start on their dinner and breakfast before the prices drop again.
AMD can’t compete with overall demand. They might be a marginal preferred vendor, but there’s still enormous demand in excess of their production capacity.