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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

#51

Post by noosphr »

mrsilencedogood wrote: post #3

All 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 disagree.

We have been living on the investment of previous centuries and decades in the West for close to 40 years now. Everything is broken but that didn't matter because everything that needed a functioning physical economy had moved to the East.

AI is the first industrial breakthrough in a century that needs the sort of infrastructure that previous industrial revolutions needed: namely a ton of raw power.

The bubble is laying bare just how terrible infrastructure is and how we've ignored trillions of maintenance to give a few thousand people tax breaks they don't really need.

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#52

Post by lawlessone »

noosphr wrote: post #51
mrsilencedogood wrote: post #3

All 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 disagree. We have been living on the investment of previous centuries and decades in the West for close to 40 years now. Everything is broken but that didn't matter because everything that needed a functioning physical economy had moved to the East. AI is the first industrial breakthrough in a century that needs the sort of infrastructure that previous industrial revolutions needed: namely a ton of raw power. The b…

>AI is the first industrial breakthrough in a century

Is it?

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#53

Post by minkeymaniac »

sbarre wrote: post #6

I'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.

Doubled in the last 4 months https://www.youtube.com/watch?v=o5Zc-FsUDCM

Upgraded by adding 64GB.. last Friday I sold the 32 GB I took out for what I paid for the 64 GB in July... insane

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#54

Post by amelius »

swatcoder wrote: post #29
Retr0id wrote: post #9

Earlier quoted context omitted.

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.

> Is there any way to avoid this kind of market failure? There are potentially undesirable tradeoffs and a whole new game of cheats and corruption, but you could frustrate rapid, concentrated growth with things like an increasing tax on raised funds. Right now, we basically let people and companies concentrate as much capital as they want, as rapidly as they want, with almost no friction, presumably because it helped…

> there are levers to pull that could slow down this kind of freight train before it were to get out of control

Care to share some keywords here?

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#55

Post by amelius »

tonyhart7 wrote: post #33
mrsilencedogood wrote: post #3

All 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…

how is that market failure??? this is literally market of supply and demand at its core

yeah but the demand is based on empty promises

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#56

Post by incompatible »

noosphr wrote: post #51
mrsilencedogood wrote: post #3

All 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 disagree. We have been living on the investment of previous centuries and decades in the West for close to 40 years now. Everything is broken but that didn't matter because everything that needed a functioning physical economy had moved to the East. AI is the first industrial breakthrough in a century that needs the sort of infrastructure that previous industrial revolutions needed: namely a ton of raw power. The b…

Why not follow the time-honoured approach and put the data centres in low-income countries?

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#57

Post by incompatible »

minkeymaniac wrote: post #53
sbarre wrote: post #6

I'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.

Doubled in the last 4 months https://www.youtube.com/watch?v=o5Zc-FsUDCM Upgraded by adding 64GB.. last Friday I sold the 32 GB I took out for what I paid for the 64 GB in July... insane

Time to start scouring used-PC sales to reclaim the RAM and sell it for a profit?

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#58

Post by noosphr »

incompatible wrote: post #56
noosphr wrote: post #51

Earlier quoted context omitted.

I disagree. We have been living on the investment of previous centuries and decades in the West for close to 40 years now. Everything is broken but that didn't matter because everything that needed a functioning physical economy had moved to the East. AI is the first industrial breakthrough in a century that needs the sort of infrastructure that previous industrial revolutions needed: namely a ton of raw power. The b…

Why not follow the time-honoured approach and put the data centres in low-income countries?

Because you only do that once the tech has been comodatized and you have wrung all the benefit for your country that you can.

The British didn't industrialise Indian for a reason.

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#60

Post by BadBadJellyBean »

incompatible wrote: post #56
noosphr wrote: post #51

Earlier quoted context omitted.

I disagree. We have been living on the investment of previous centuries and decades in the West for close to 40 years now. Everything is broken but that didn't matter because everything that needed a functioning physical economy had moved to the East. AI is the first industrial breakthrough in a century that needs the sort of infrastructure that previous industrial revolutions needed: namely a ton of raw power. The b…

Why not follow the time-honoured approach and put the data centres in low-income countries?

I assume they don't have good enough power infrastructure.
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