this post was submitted on 20 Feb 2026
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I can't wait till these companies shutter their AI shit and that supply gets dumped back into the market
Knowing real life some other party will juice it and ride the ram shortage for another few years, just keeping the supply as a speculative income stream.
Sadly a lot of this is chiplet interposer mounted HBM and not UDIMMs. The HBM cannot be removed from the products it's installed from so unless you want an H100 it won't be off much use. The remainder is mainly server RDIMMs and LRDIMMs. UDIMMs for desktops are in short supply because they cut manufacturing to make other things.