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Buy your RAM/NVMe's now if you need it... Here we go...

jonbeardjonbeard Member, Patron Provider, Veteran

Why is China making another run for all the RAM in the market? We are being told they are buying all the stock from Kingston, Crucial, etc for their own AI deployment.

From what we are hearing from our suppliers, expect RAM and NVMe shortages in the marketplace from now until Q1 of 2027.

Not sure if this is just a North America shortage or what, but 48GB DDR5 is dang near impossible to find now. 32GB sticks will soon be impacted + NVMe's.

This likely will shake up the bare metal market and eventually trickle down into the consumer market.

What are your thoughts?

«1

Comments

  • Chyna number one.

  • wadhahwadhah Member, Host Rep
    edited October 2025

    We have noticed ddr4 and ddr5 ram prices SKYROCKET (close to 80-90% increase) these past 3 months, it's nearly impossible to find anything reasonable in EU/US

    It's pretty annoying when we actively want new hardware but prices make it near impossible

  • emghemgh Member, Megathread Squad

    I have very good low latency ddr5 ram, 64 gb, willing to let it go for 2-3k

    DM if interested

  • @jonbeard said:
    Why is China making another run for all the RAM in the market? We are being told they are buying all the stock from Kingston, Crucial, etc for their own AI deployment.

    Because AI is the hot new trend in tech, earlier it was hard drives and Chia, before that it was GPUs and crypto. Not only China, but also every company building datacenters in America is buying hardware as fast as possible.

    Thanked by 2oloke tux
  • It'll never get bad enough to make Apple's RAM/Storage upgrade pricing look sane.

  • You ban them on buying GPUs so they buy RAM... aka GPU(s).
    Kinda expected, isn't it? :-D

  • cxycxy Member

    @czed said:
    It'll never get bad enough to make Apple's RAM/Storage upgrade pricing look sane.

    what a sad truth

    Thanked by 1OhJohn
  • @jonbeard said:
    Why is China making another run for all the RAM in the market? We are being told they are buying all the stock from Kingston, Crucial, etc for their own AI deployment.

    From what we are hearing from our suppliers, expect RAM and NVMe shortages in the marketplace from now until Q1 of 2027.

    Not sure if this is just a North America shortage or what, but 48GB DDR5 is dang near impossible to find now. 32GB sticks will soon be impacted + NVMe's.

    This likely will shake up the bare metal market and eventually trickle down into the consumer market.

    What are your thoughts?

    Every 6 month I see news about ram and nvme/ssd cost rise. :'(

  • olokeoloke Member, Host Rep
    edited October 2025

    We all know it's @sillycat who ate all the RAM sticks - thus bringing prices up.

    see attached picture below:

  • jonbeardjonbeard Member, Patron Provider, Veteran

    @x1arch said:

    @jonbeard said:
    Why is China making another run for all the RAM in the market? We are being told they are buying all the stock from Kingston, Crucial, etc for their own AI deployment.

    From what we are hearing from our suppliers, expect RAM and NVMe shortages in the marketplace from now until Q1 of 2027.

    Not sure if this is just a North America shortage or what, but 48GB DDR5 is dang near impossible to find now. 32GB sticks will soon be impacted + NVMe's.

    This likely will shake up the bare metal market and eventually trickle down into the consumer market.

    What are your thoughts?

    Every 6 month I see news about ram and nvme/ssd cost rise. :'(

    Kinda stupid if you ask me.

    Why is our costs going up if their costs are going down with advancements in technology/production?

    Thanked by 1oloke
  • obligatory download more ram joke

    Thanked by 1DeadlyChemist
  • @jonbeard said:

    @x1arch said:

    @jonbeard said:
    Why is China making another run for all the RAM in the market? We are being told they are buying all the stock from Kingston, Crucial, etc for their own AI deployment.

    From what we are hearing from our suppliers, expect RAM and NVMe shortages in the marketplace from now until Q1 of 2027.

    Not sure if this is just a North America shortage or what, but 48GB DDR5 is dang near impossible to find now. 32GB sticks will soon be impacted + NVMe's.

    This likely will shake up the bare metal market and eventually trickle down into the consumer market.

    What are your thoughts?

    Every 6 month I see news about ram and nvme/ssd cost rise. :'(

    Kinda stupid if you ask me.

    Why is our costs going up if their costs are going down with advancements in technology/production?

    demand > supply

  • x1archx1arch Member
    edited October 2025

    @jonbeard said:

    @x1arch said:

    @jonbeard said:
    Why is China making another run for all the RAM in the market? We are being told they are buying all the stock from Kingston, Crucial, etc for their own AI deployment.

    From what we are hearing from our suppliers, expect RAM and NVMe shortages in the marketplace from now until Q1 of 2027.

    Not sure if this is just a North America shortage or what, but 48GB DDR5 is dang near impossible to find now. 32GB sticks will soon be impacted + NVMe's.

    This likely will shake up the bare metal market and eventually trickle down into the consumer market.

    What are your thoughts?

    Every 6 month I see news about ram and nvme/ssd cost rise. :'(

    Kinda stupid if you ask me.

    Why is our costs going up if their costs are going down with advancements in technology/production?

    Because capitalism. The resellers try grub all the money from market, like it is a last time. Very sad. :'(

    Thanked by 1OpaqueRegistrant
  • @x1arch said:

    @jonbeard said:

    @x1arch said:

    @jonbeard said:
    Why is China making another run for all the RAM in the market? We are being told they are buying all the stock from Kingston, Crucial, etc for their own AI deployment.

    From what we are hearing from our suppliers, expect RAM and NVMe shortages in the marketplace from now until Q1 of 2027.

    Not sure if this is just a North America shortage or what, but 48GB DDR5 is dang near impossible to find now. 32GB sticks will soon be impacted + NVMe's.

    This likely will shake up the bare metal market and eventually trickle down into the consumer market.

    What are your thoughts?

    Every 6 month I see news about ram and nvme/ssd cost rise. :'(

    Kinda stupid if you ask me.

    Why is our costs going up if their costs are going down with advancements in technology/production?

    Because capitalism. The resellers try grub all the money from market, like it is a last time. Very sad. :'(

    Well, then there's the part of capitalism that will spend billions on R&D on new AI memory technology and production now on US manufacturing. There's ups and downs, winners and losers.

  • @TimboJones said:

    @x1arch said:

    @jonbeard said:

    @x1arch said:

    @jonbeard said:
    Why is China making another run for all the RAM in the market? We are being told they are buying all the stock from Kingston, Crucial, etc for their own AI deployment.

    From what we are hearing from our suppliers, expect RAM and NVMe shortages in the marketplace from now until Q1 of 2027.

    Not sure if this is just a North America shortage or what, but 48GB DDR5 is dang near impossible to find now. 32GB sticks will soon be impacted + NVMe's.

    This likely will shake up the bare metal market and eventually trickle down into the consumer market.

    What are your thoughts?

    Every 6 month I see news about ram and nvme/ssd cost rise. :'(

    Kinda stupid if you ask me.

    Why is our costs going up if their costs are going down with advancements in technology/production?

    Because capitalism. The resellers try grub all the money from market, like it is a last time. Very sad. :'(

    Well, then there's the part of capitalism that will spend billions on R&D on new AI memory technology and production now on US manufacturing. There's ups and downs, winners and losers.

    Oh, yes, you can tell about r&d to all engineers before 2007, when every year computers makes faster and faster and cost goes down every year. And then iPhone happens. ((((

  • edited October 2025

    SSDs are probably fine, they have YMTC and MaxioTech.

    Thanked by 1tux
  • @x1arch said:
    Oh, yes, you can tell about r&d to all engineers before 2007, when every year computers makes faster and faster and cost goes down every year. And then iPhone happens. ((((

    Wut?

    Thanked by 1OpaqueRegistrant
  • Yes, it's purely because of a round of heavy infrastructure investment brought by AI. Not only RAM and NVMe, but also traditional HDD.

    @jonbeard said: Q1 of 2027

    This is a fair estimation. As someone working in relevant industry, the capacity of all the major fabs in the world manufacturing DRAM/HBM/NAND/TFHeads are completely full at least until Q4 2026, and there's absolutely no way a new fab can be built/qualed within 1-2 years.

  • @TimboJones said:

    @x1arch said:
    Oh, yes, you can tell about r&d to all engineers before 2007, when every year computers makes faster and faster and cost goes down every year. And then iPhone happens. ((((

    Wut?

    R&D it's not a new thing, R&D was in the past and companies spend billions for it. Today every reseller try to by prone case on taobao and sell it for 10x-100x profit. That's why iphone in 2007 was $100 and today more than $1000.

    Thanked by 1OpaqueRegistrant
  • The RAM I bought not long ago doubled in price... it's at 600Eur now, wtf

  • I checked the price again on the 16GB ddr3 ram I bought back in August. The price is still about the same. :)

  • DazzleDazzle Member
    edited October 2025

    @sillycat said:
    Chyna number one.

    I'm too old.

  • China may have bought all the RAM, but they will never pay @emgh enough to sell the RamRanch dot com domain and website.

    Thanked by 1emgh
  • emghemgh Member, Megathread Squad
    edited October 2025

    @shallownorthdakota said:
    China may have bought all the RAM, but they will never pay @emgh enough to sell the RamRanch dot com domain and website.

    What the fuck :D

  • x1archx1arch Member
    edited October 2025

    Damn, wtf, I bought ddr5 5600 48gb x 2 for $200 a year ago, now it cost $550 on AliExpress. "Thank you" Trump

    Thanked by 1fohadeel
  • is Crucial 128GB 2X64 ddr5 for $300 reasonable deal? is there something wrong with these modules?

  • davidedavide Member
    edited October 2025

    Guys am I the only one who sees decent prices?

    Actually 2€/GB is the common price I'm seeing in every store.

    Thanked by 1fohadeel
  • @tall_ice said:
    is Crucial 128GB 2X64 ddr5 for $300 reasonable deal? is there something wrong with these modules?

    I'd buy the entire inventory at that price if it's not some random person...

  • jonbeardjonbeard Member, Patron Provider, Veteran
    edited October 2025

    @x1arch said:
    Damn, wtf, I bought ddr5 5600 48gb x 2 for $200 a year ago, now it cost $550 on AliExpress. "Thank you" Trump

    Trump controlling global chinese markets and demand is crazy lol>

    @tall_ice said:

    is Crucial 128GB 2X64 ddr5 for $300 reasonable deal? is there something wrong with these modules?

    ECC or non?

    @davide said:
    Guys am I the only one who sees decent prices?

    Actually 2€/GB is the common price I'm seeing in every store.

    This is desktop/consumer grade, non-ECC RAM. Would not suggest putting non-ECC in a server.

    Thanked by 1OhJohn
  • @tall_ice said: is Crucial 128GB 2X64 ddr5 for $300 reasonable deal? is there something wrong with these modules?

    If DDR5, depends on workload and such.
    They have high latency, CL46 I think, the one I got are CL36, other similar kits with these better specs also doubled in price.

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