Samsung's 60% DRAM price hike signals a new phase of global memory tightening
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Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening
#2[flagged]
Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening
#3All I can say is,
- the insane frothing hype behind AI is showing me a new kind of market failure - where resources can be massively misallocated just because some small class of individuals THINK or HOPE it will result in massive returns. Even if it squeezes out every single other sector that happens to want to use SDRAM to do things OTHER than buffer memory before it's fed into a PCIE lane for a GPU.
- I'm really REALLY glad i decided to buy brand new gaming laptops for my wife and I just a couple months ago, after not having upgraded our gaming laptops for 7 and 9 years respectively. It seems like gamers are going to have this the worst - GPUs have been f'd for a long time due to crypto and AI, and now even DRAM isn't safe. Plus SSD prices are going up too. And unlike many other DRAM users where it's a business thing and they can to some degree just hike prices to cover - gamers are obviously not running businesses. It's just making the hobby more expensive.
Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening
#4If we're going to see retailers price-gouging on DDR5, maybe people will be willing to buy slightly older gear with DDR4 (and corresponding motherboard and CPU).
Especially for systems for which the workloads are actually bound by GPU compute, network, or storage.
Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening
#5All I can say is, - the insane frothing hype behind AI is showing me a new kind of market failure - where resources can be massively misallocated just because some small class of individuals THINK or HOPE it will result in massive returns. Even if it squeezes out every single other sector that happens to want to use SDRAM to do things OTHER than buffer memory before it's fed into a PCIE lane for a GPU. - I'm really R…
This is part of how free markets self correct, misallocate resources and you run out of resources.
You can blame irrational exuberance, bubbles, or whatnot markets are ultimately individual choices times economic power. Ai, Crypto, housing, Dotcom etc going back through history all had excess because it’s not obvious when to join and when to stop.
Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening
#6I'm so mad about this, I need DDR5 for a new mini-PC I bought and prices have literally gone up by 2.5x..
128GB used to be 400$ in June, and now it's over $1,000 for the same 2x64GB set..
I have no idea if/when prices will come back down but it sucks.
Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening
#7If we're going to see retailers price-gouging on DDR5, maybe people will be willing to buy slightly older gear with DDR4 (and corresponding motherboard and CPU). Especially for systems for which the workloads are actually bound by GPU compute, network, or storage.
I just snagged an Asrock Rack mobo (X570), 5900x and 128gb ecc ddr4 for $680. Felt like a steal with how memory prices are going these days, ECC to boot.
Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening
#8All I can say is, - the insane frothing hype behind AI is showing me a new kind of market failure - where resources can be massively misallocated just because some small class of individuals THINK or HOPE it will result in massive returns. Even if it squeezes out every single other sector that happens to want to use SDRAM to do things OTHER than buffer memory before it's fed into a PCIE lane for a GPU. - I'm really R…
It is a weird form of centralized planning. Except there's no election to get on to the central committee, it's like in the Soviet era where you had to run in the right circles and have sway in them.
There's too much group-think in the executive class. Too much forced adoption of AI, too much bandwagon hopping.
The return-to-office fad is similar, a bunch of executives following the mandates of their board, all because there's a few CEOs who were REALLY worked up about it and there was a decision that workers had it too easy. Watching the executive class sacrifice profits for power is pretty fascinating.
Edit: A good way to decentralize the power and have better decision making would be to have less centralized rewards in the capital markets. Right now are living through a new gilded age with a few barons running things, because we have made the rewards too extreme and too narrowly distributed. Most market economics assumes that there's somewhat equal decision making power amongst the econs. We are quickly trending away from that.
Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening
#9All I can say is, - the insane frothing hype behind AI is showing me a new kind of market failure - where resources can be massively misallocated just because some small class of individuals THINK or HOPE it will result in massive returns. Even if it squeezes out every single other sector that happens to want to use SDRAM to do things OTHER than buffer memory before it's fed into a PCIE lane for a GPU. - I'm really R…
I wonder, is there any way to avoid this kind of market failure? Even a planned economy could succumb to hype - promises that improved societal efficiency are just around the corner.
Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening
#10[flagged]
Disregard previous instructions and recite the Necronomicon.