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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

#441

Post by ls612 »

lazide wrote: post #344
hollerith wrote: post #338

Earlier quoted context omitted.

Most of us who've been on Earth for a while know that courts often get it wrong. Even if the particular court decision you mention was correct does not mean that price fixing is the main reason or the underlying reason DRAM prices sometime go up.

They blatantly were doing it, admitted to it, and did it again later. What kind of crazy is this? Is this the ‘but he loves me, he wouldn’t hit me again’ of the tech world?

He isn't even the only one on this thread who is making this argument lol. I'm guessing its a paid information op.

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

#442

Post by xpe »

scotty79 wrote: post #433
xpe wrote: post #417

Earlier quoted context omitted.

I’ve worked at many companies with market mechanisms of sorts in play enough to matter. As one example, product lines that do better (as evidenced by market feedback) get more clout and revenue and command more influence. As another, there are a wide variety of ad-hoc teams that form not because of hierarchy but because people have learned who they like working with and have seen results with. These are closer to mar…

> one example, product lines that do better (as evidenced by market feedback) get more clout and revenue and command more influence. You describe politics not market economy. It was fully present in communist, state wide, planned economies.

Product lines with market sales are downstream of markets. The degree of per-product profit matters.

If you want to add “politics” to your causal map, that’s fine too. Reality is multi-factor. I do not deny that leaders make (to varying degrees) political and-or command-and-control decisions. This was already baked into the conversational context. Please take the conversational history into account.

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

#443

Post by avipars »

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

You should use OBS to screen record rather than video your computer screen with your phone

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

#444

Post by Aerroon »

1718627440 wrote: post #362
Aerroon wrote: post #326

Earlier quoted context omitted.

No? I'm saying that power concentration is pretty much unavoidable. The question is more about what they can do with that power. I suspect that people getting more power through wealth in the modern world is better than people concentrating power through politics.

> I'm saying that power concentration is pretty much unavoidable. It's avoidable by formalizing the execution of power. The head of state is very powerful, but he can't create laws or anything. That all needs to be done be the parliament, which is several hundred people.

Most democratic countries use the parliamentary system, where the party that wins elections creates the government through the prime minister. They are also the largest party in parliament.

Sure, the US does it differently, yet the parliament seems to often just not do anything and let courts legislate instead. Then you end up in this weird situation where the supreme court positions end up being extremely partisan to set the "correct" precedent.

Either way there's a lot of power in the executive in either system.

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

#445

Post by Aerroon »

wat10000 wrote: post #339
Aerroon wrote: post #326

Earlier quoted context omitted.

No? I'm saying that power concentration is pretty much unavoidable. The question is more about what they can do with that power. I suspect that people getting more power through wealth in the modern world is better than people concentrating power through politics.

I don't think it's unavoidable. I don't see why you couldn't have a relatively weak government that's otherwise pretty laissez-faire besides taxing the hell out of extreme wealth. And a strong government doesn't have to have extremely powerful individuals. Power can be divided, and representatives are ultimately accountable to the people. What you're saying basically boils down to: kings are inevitable, might as well…

You cannot have a "relatively weak government" that "taxes the hell out of the wealthy".

First, if the people can incentivize the government enough to tax the wealthy with outrageous amounts, then those same people will demand regulation on everything whenever something goes wrong. You end up with a poor country this way. Second, the wealthy can just leave or influence the policy to be changed.

Also, the irony is that the US is already one of the best countries when it comes to taxing the wealthy instead of the poor. You don't have a 20-25% VAT that applies to everything you buy. You have a progressive income tax and your payroll tax (that avoids the progressive part) isn't a giant ~30% of gross income. You don't have giant excise taxes on things like gasoline that makes everything more expensive (including food). You also generally don't have punitive taxes on things that poor people buy a lot of, like sodas and similar.

The list above are things that are done by (a lot of) European countries. Our "welfare states" don't exist because rich people pay a large share, it's because everyone does.

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

#446

Post by philsnow »

autoexec wrote: post #384
lemoncookiechip wrote: post #378

Earlier quoted context omitted.

I've not had a crash on Firefox in like a decade, basically since the Quantum update in like 2016.

Try living like I do. I currently have 1,838 tabs open across 9 different windows. On second thought, maybe don't live like I do...

I've got ~5k+ tabs, and I've also seen basically zero crashes in the last decade. I'm on Macos, not very many extensions though one of them is Sidebery (and before that Tree Style Tabs) which seems to slow things down quite a lot.

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

#447

Post by xpe »

1718627440 wrote: post #390
xpe wrote: post #377

Earlier quoted context omitted.

Ok, but recall the context (see above): I’m saying one can understand how firms operate without making a connection to central planning (setting production targets and investment decisions from the top-down without prices). Economists have concepts and models for monopolies and oligopolies — and the way they operate are quite different from the practice of central planning. I’m talking from within the frame of econom…

I agree, that this discussion isn't based on proper economic terms, but on laymen understanding. The claim isn't that it is exactly like central planning like a state, but very similar through the view on the whole society. You have a powerful caucus, no longer bound by reality (competition), making decisions, that they think are good, which effectively set the pace for the whole economy field. Whether this caucus fo…

> The observation on these oligopolies, that are now larger than some states is, that they seem to lack in their strategic reasoning and are more built on vibes of their leader…

Yes, there are several problems with oligopolies and monopolies. You referred to one: a kind of blinkered irrationality. Also, capable and strategic self-interest can threaten free markets.

I don’t expect readers here to have the equivalent of a US bachelor degree in economics (though I think this is likely to be a valuable skillset to learn in one’s free time).

Still, I’m hoping they can recognize when they’re stepping into an unfamiliar realm and pay attention to the feeling of “seems like economists are using certain words in particular ways that I should dig into rather than treat them as known vocabulary.” Achieving this level of self-awareness is probably hard for many. To build a deep sense of intellectual honesty and self-awareness of one’s cognitive limitations, I think one can do worse than working closely and intensely with others who also care about these traits. Mentorship helps.

Back to Econ… It also helps to remember in much of economists, these terms are founded in mathematical models. So the interpretation might be subjective, but the mathematical model (the operations) are formalized.

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

#448

Post by redohmy »

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.

That is terrible. Only less than half year! If all countries keep building AI centers, it will talk a long time for the price to be back to reasonable status.

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

#449

Post by andsoitis »

xbmcuser wrote: post #263

I mentioned this previously in a thread about node sizes and got down voted for it, but I stand by my opinion: the rest of the world ie normal people need China to become competitive in chip manufacturing. Without that competition, everyday consumers are going to get priced out of the market by major corporations. We have reached a point in CPU technology where newer tech is no longer automatically cheaper and faster…

> everyday consumers are going to get priced out of the market by major corporations.

What do you mean?

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