Mastodawn

Many consumer electronics manufacturers 'will go bankrupt' by the end of 2026 thanks to the RAMpocalypse, Phison CEO reportedly says

This mess is going to get a lot worse before it gets better.

Many consumer electronics manufacturers 'will go bankrupt or exit product lines' by the end of 2026 due to the AI memory crisis, Phison CEO reportedly says

This could go on for another 10 years.

PC Gamer

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surewhynotlem Feb 17

Well… The ram manufacturers will have a great surprise when AI doesn’t continue growing exponentially and all their other customers have died.

But at least we made the line go up this quarter I guess.

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squaresinger

I don’t think RAM manufacturers will feel any pain. There might be fewer consumer electronics manufacturers after this, but the same demand for consumer electronics. There will be about the same level of production, but just by fewer manufacturers.