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[Sophist]

Operative words here are "AI Bubble"

It will pop and the world will be awash with cheap components and spare grid capacity.

If you don't need upgrades right now then sit tight. There will be bargains everywhere by the end of 2026

It may pop on the stock market but so far the financial reports have been meeting the expectations and even more (Intel last reported profits were 1000% above analysts previsions). tsmc, micron, ... have enough orders to work at maximum production capacity for the next three or four years. I doubt the prices will go down anytime soon.

 

[winjer]

They're not the biggest especially if you go by the number of "PCs sold". In desktop builds maybe they are. Yes I'm well aware that they all get chips from the likes of Micron, Hynix and Samsung including the console manufacturers. But "these big 3" are the suppliers the customers on the PC side are more than "a few" and even those many customers have many product cycles with different order amounts for modules. You've done nothing to show that they are putting in bigger volume orders for a given module from those suppliers. You've just ranted about PC this, PC that.

The three companies, Micron, Hynix and Samsung, are the only ones that produce dram chips. They supply everyone else.

 

[Buggy Loop]

 

[Three]

The three companies, Micron, Hynix and Samsung, are the only ones that produce dram chips. They supply everyone else.

Obviously, but they're the one accepting volume orders as the supplier so why would that be relevant? The numerous PC manufacturers and console manufacturers both order from them as clients when making products.

there is also Nanya who sometimes supply Corsair so they're not technically the only ones but let's just assume Micron, Hynix and Samsung are the only ones for simplicity

 

[LordCBH]

We're never getting anything remotely close to affordable again. I hope the bubble bursts hard and Nvidia goes bankrupt.

 

[bitbydeath]

T Three has articulated it better than I had.
The crux of it is both Sony and Nintendo order from the manufacturers in large consistent qualities. You don't get that anywhere else.

And while yes, there are more servers/pc's sold, they don't get sold/proposed under the one contract as it's coming from an enormous amount of buyers, and even those buyers aren't as consistent in terms of what they're actually buying unlike console manufacturers.