If these prices don't return back to normal I just don't see how Valves steam machine is less than $1,000 USD.
Average DRAM price in USD over last 18 months
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Re: Average DRAM price in USD over last 18 months
#12Inflation metrics seem to fail to capture the increase in leading-edge tech products of the past 18 months.
They seem to fail to capture a whole lot of things. Supposedly $1 in 2000 is worth $1.88 in 2025. So 88% inflation over the 25 years. Meanwhile the median home price has increased by 150%. Family insurance by 350%. Median college tuition by 225%. Childcare costs have risen by 200%. But sure. We can buy super cheap 65" tvs now. Hurray for us! Literal kings who lived hundreds of years ago couldn't possibly imagine a wo…
Re: Average DRAM price in USD over last 18 months
#13If these prices don't return back to normal I just don't see how Valves steam machine is less than $1,000 USD.
They would already have contracts in place.
Even Samsung is running into this issue now: their own internal foundry is refusing to give them a long term contract now so the S26 series will become more expensive.
If this happens to Samsung, what leverage will a player like Valve have?
Re: Average DRAM price in USD over last 18 months
#14Earlier quoted context omitted.
They seem to fail to capture a whole lot of things. Supposedly $1 in 2000 is worth $1.88 in 2025. So 88% inflation over the 25 years. Meanwhile the median home price has increased by 150%. Family insurance by 350%. Median college tuition by 225%. Childcare costs have risen by 200%. But sure. We can buy super cheap 65" tvs now. Hurray for us! Literal kings who lived hundreds of years ago couldn't possibly imagine a wo…
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Re: Average DRAM price in USD over last 18 months
#15If these prices don't return back to normal I just don't see how Valves steam machine is less than $1,000 USD.
They would already have contracts in place.
Re: Average DRAM price in USD over last 18 months
#16Earlier quoted context omitted.
They would already have contracts in place.
That's their costs, not our costs. Regular PCs will cost more, which means Valve can price their consoles higher and collect margin, because there's no other competition/substitutes.
Their interest isn't necessarily in squeezing out the most margin on each unit. If unexpected market conditions let them more or less hit their original margin targets but get far more units installed in homes, that could be much better for them in the long term.
There's a lot we can't know as outsiders, at the moment.
Re: Average DRAM price in USD over last 18 months
#17If these prices don't return back to normal I just don't see how Valves steam machine is less than $1,000 USD.
Re: Average DRAM price in USD over last 18 months
#18the other side of the AI bubble are a huge amount of 2nd hand parts of all kinds going to come onto the market?
Re: Average DRAM price in USD over last 18 months
#19Re: Average DRAM price in USD over last 18 months
#20Inflation metrics seem to fail to capture the increase in leading-edge tech products of the past 18 months.