NVidia GeForce RTX 50x0 cards - 70% performance increase, but AI > you
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Malakriss
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The companies that want to sell as much as they can at the highest prices they can put out a statement. The statement specifically claims "the worst is coming next year" so companies will buy it now (as opposed to shutting up and selling for even more in 2027) as well as "will last longer than you can wait" to compel fencesitters to invest now rather than try and get past it.
Everyone immediately believes this with no questions and does exactly what the record-breaking profit companies want.
Everyone immediately believes this with no questions and does exactly what the record-breaking profit companies want.
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Cinge
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Grim outlook. Like the CEO isnt cheering it on. Or the company would say anything less. its all about max profits, and telling everyone there will be a worse shortage means more rush to buy and more investors buy their stock. As long as data centers drives demand it will never end. Why sale cheap consumer ram when you can sell much higher profit ram to companies for their data centers.
jayrebb
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Noodleface
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I work alongside a lot of these companies and it's not going to be a matter of prices being too high. It's going to be a matter of stock just not existing. We've forecasted an insane amount of orders we need to fill.
spronk
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yeah the same exact HD's I bought 9 months ago for $300 from serverpartdeals is currently selling for $750 from them. 26TB refurbished 7200 rpm SATA drives. 250% price jump in 9 months for refurb drives, not even new. New is like twice the price.
its insane, a lot fewer people I have to imagine are buying PC parts now and I just have to wonder how much of future audiences they are absolutely destroying. most kids aren't gonna be building their own gaming PCs for a while, wonder what cheap vices they will pick up instead
its insane, a lot fewer people I have to imagine are buying PC parts now and I just have to wonder how much of future audiences they are absolutely destroying. most kids aren't gonna be building their own gaming PCs for a while, wonder what cheap vices they will pick up instead
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jayrebb
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A good portion of the AI bubble is invested into data center/power/infrastructure. Cheap compute will nuke a lot of money from the market.
Related news to memory, price fixing lawsuit has been filed
This marks the 3rd memory lawsuit in 20 years . Typically SK Hynix and Samsung settle.
The fact is the fines are so small compared to the profits. In the meantime you'll keep getting fucked, same as 2000
Jovec
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What obligation do they have to 1) increase capacity and 2) make consumer DDR4/5? Companies don't need to collude and conspire when the answer to the question is to make the product(s) that sell for the most money.
Arbitrary
Tranny Chaser
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It would be basic self-interest to not abandon the market of personal computing. If you do you are ceding a large market to your future competition. What's going on has a very "end of history pull up the ladder behind you kill the golden goose for all the eggs now" flavor to it.
Wombat
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I am not a lawyer, but the lawsuit not only makes no sense, but has outside evidence invalidating it:
1. The argument is essentially that HBM production has raised consumer DRAM prices to the point that _somebody_ should have swapped back to consumer DRAM.
A) It provides no _actual_ evidence that the profit margin on HBM is now smaller than even the elevated DRAM prices - and keep in mind, even if this were true, the relative margins on consumer DRAM would also have to cover the cost of retooling lines to consumer DRAM.
B) The relative margins DO NOT MATTER if the memory manufacturers already have their capacity booked. It does not matter if consumer DRAM has higher margins, if they cannot swap from _whatever capacity they currently have allocated_ without being sued for breach of contract with the companies they already have contracts with (whether that be for HBM or consumer DRAM).
2. The gold rush in margins resulted in previously small players like Chinese CXMT getting sufficient investment to start producing modern (albeit mostly lower end) memory chips. And they've announced... that not only is the increased capacity going heavily to HBM, but others companies are already booking any remaining capacity, signing contracts with Tencent and Apple (for Chinese market products) in the last few weeks.
Or to summarize, an outside party is also pivoting to HBM, which establishes that the big three's decision to stick with HBM is not anti-competitive, while also having all their capacity booked, which reinforces that the big three largely cannot swap as they are are contracually maxed.
3. I know both Micron and Samsung at least are attempting to push up the launch of additional memory fabs.. and they're both HBM focused, as that is still where the unfulfilled demand is, which again invalidates the entire lawsuit.
To be clear, the memory industry has had a long history of price / capacity fixing - when there's only three players and a handful of fabs, onky one extra fab leads to oversupply leads to price collapses. But there's very little evidence of that here - it's just a rare (if not unprecedented) scenario where there is a massive overnight demand for a difficult to produce item, and said purchasers are willing to pay a premium to acquire that capacity over all other buyers.
1. The argument is essentially that HBM production has raised consumer DRAM prices to the point that _somebody_ should have swapped back to consumer DRAM.
A) It provides no _actual_ evidence that the profit margin on HBM is now smaller than even the elevated DRAM prices - and keep in mind, even if this were true, the relative margins on consumer DRAM would also have to cover the cost of retooling lines to consumer DRAM.
B) The relative margins DO NOT MATTER if the memory manufacturers already have their capacity booked. It does not matter if consumer DRAM has higher margins, if they cannot swap from _whatever capacity they currently have allocated_ without being sued for breach of contract with the companies they already have contracts with (whether that be for HBM or consumer DRAM).
2. The gold rush in margins resulted in previously small players like Chinese CXMT getting sufficient investment to start producing modern (albeit mostly lower end) memory chips. And they've announced... that not only is the increased capacity going heavily to HBM, but others companies are already booking any remaining capacity, signing contracts with Tencent and Apple (for Chinese market products) in the last few weeks.
Or to summarize, an outside party is also pivoting to HBM, which establishes that the big three's decision to stick with HBM is not anti-competitive, while also having all their capacity booked, which reinforces that the big three largely cannot swap as they are are contracually maxed.
3. I know both Micron and Samsung at least are attempting to push up the launch of additional memory fabs.. and they're both HBM focused, as that is still where the unfulfilled demand is, which again invalidates the entire lawsuit.
To be clear, the memory industry has had a long history of price / capacity fixing - when there's only three players and a handful of fabs, onky one extra fab leads to oversupply leads to price collapses. But there's very little evidence of that here - it's just a rare (if not unprecedented) scenario where there is a massive overnight demand for a difficult to produce item, and said purchasers are willing to pay a premium to acquire that capacity over all other buyers.
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Noodleface
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This is different I think. They aren't purposely killing ddr3/4 production for price fixing. They're literally doing it because that's where the market is
Kirun
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