HBM shortage due to AI craze

[carpanfan96]

Micron just announced it is leaving the consumer market and Crucial as of February 26 will be no more.

While Samsung and SK Hynix are guaranteeing most of its supply to business contracts for AI companies, leaving a tiny supply for its consumer markets. Combined with Micron those three companies make up 96% of the world's Dram supply with almost none of it going to consumers. 

It's so bad that Samsung Mobile is having issues getting supply from Samsung DX which is causing internal issues and will lead to a shortage of phones and higher prices in February. 

AMD announced a 10% price hike across its product line going forward as of today.  

GPU's will go up here shortly, ram has already doubled this year and it will keep going up. Storage has seen a smaller increase but a bigger one is coming for it as the next generation of AI cards are being built that require a ton of HBM on the boards. 

Rumors that both AMD and Nvidia will eliminate lower tier GPU's for the next generation if not sooner. 

So the end isn't in site and it will totally affect next generation consoles, the PC building and prebuilt markets and everything in-between including cellphones. 

Pretty much seeing the end of the main stream gaming industry end before your eyes right now.   

Storage pricing doubling to tripling over the next year to two. 

Consoles starting at 699.99/799.99 and up for what you would've spent 400 on just a few years ago.  

An entry level PC build starting in the 3k range considering the new reality for ram, storage and GPU costs. 

The cost to entry will be too high for most consumers after this shift is finished in 2028 and that's if a consumer market even exists by then.