this post was submitted on 20 Feb 2026
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. . . And then the market will be flooded with RAM that companies preordered and can't pay for, because the AI bubble burst before it could be manufactured.
Hey, I can dream, right? And seriously, I would be quite happy if this causes an increase in dumb appliances, devices, and cars in the meanwhile.
When the bubble bursts it will play out exactly the same as it always does. The government will use money it doesn't have to bail out the too-big-to-fail companies causing runaway inflation, rates will be jacked up to bring inflation down causing a recession, we will all get laid off, and by the time everything starts to stabilize and we have disposable income something will happen to make prices untenable again.
Most of the lithography that is dedicated to RAM is being done for HBM modules, which are not consumer grade. So more likely it will end up in landfills.
Or new consumer HBM modules
Chip designs take years, so if there’s a sudden glut of HBM, there’s no good way to put it to use outside of existing designs.
That being said, a lot of LPDDRX is being produced for Nvidia servers and a few other systems. That would be useful. Doubly so if we packaged as LPCAMM.
My AMD GPU has HBM.
These are giant dedicated HBM chips that are on the motherboard, they won't be going into any GPUs.
HBM are thinned die stacks which are assembled at the GPU periphery using silicon interposers. My AMD GPU has HBM. In case of HBM overproduction post-bubble we might see resurgence of GPUs with HBM rather than GDDRx.
I hear here a lot that the AI bubble will burst. And I wish this was true. But is there any indication for it? Crypto and GPU bubbles didn't burst. I worry that it's just another Lemmy circlejerk.
They're already hedging by trying to rent you products instead of selling