I just bought 32gb ram at 650DKK 2 months ago and now the same ram goes for 3200+...
Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
101–110 of 228 posts
Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#102Altman should be jailed for this. Single-handedly crashing consumer spending in an entire sector of the economy. At the very least for the reason that that was supposed to happen _after_ they had the AI in hand to supplant majority white collar labor, not before.
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I'm pretty sure this clearly runs afoul of anticompetitive laws, no? Altman is intentionally sabotaging the global electronics supply chain using their existing market dominance to prevent competitors from being able to operate.
And, tangentially, I really don't know what world you lived in. The US has arrested civil rights leaders and overthrown countries and went through an entire era of McCarthyism to get here: where the US president is having investigations into his political enemies for what amounts to "disloyalty". It's basically a national given that cops plant evidence on black folk regularly.
Since when has America been this bastion of lawfulness?
Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#103In my opinion we are witnessing the market influences of a new type of public-private "Phoebus cartel" except at a total global scale where anti-terrorism laws require pricing businesses and individuals out of owning their own compute forcing them to rent compute from multinational hyperscaler cloud businesses who are integrated with military intelligence operations. Computing technology after all is a weapon of mass destruction and the peaceful are being punished for the non peaceful. It is too dangerous for governments around the world to allow individuals to posses the immense power of computing technology. Call me chicken little but we are witnessing the end of publicly available private general computing. Market changes influencing cost effectiveness analysis to favor public cloud is a deliberate goal to secure national critical infrastructure. I also think this coincides with the limits of MOSFET scaling and RISC-V permissive licensing. My only credentials for this is 15+ years working in fintech I&O for a US Fortune 500 company.
Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#104Don't worry, on the other side of the AI bubble pop the market will be flooded with used DDR5 sticks from unprofitable datacenters.
Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#105Earlier quoted context omitted.
From what I've read, he's tied up RAM manufacturers through 2029. That's a lot of quartely earnings reports for many firms in the economy where they watch consumer spend come to a screeching halt.
One has to hope OpenAI goes bankrupt and they flood the market with used RAM sticks at bargain bin price.
They bought unfinished components and have no ability to finish them. They're now waste just sitting on shelves and by the time we could do this and get them into production lines, they'll be obsoletd by DDR6.
Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#106Earlier quoted context omitted.
Dell now charges more for RAM than Apple for some models: https://forums.macrumors.com/threads/apple-now-beats-dell-at...
The margins on memory for Apple were so absurd that they should have more ability to eat up the costs, if they wanted to. I'm assuming they would, to the extent that they're a device company more so than a service company yet.
I don't think Apple ever adjusts the price of existing products, for better (eating the cost of part shortages) or worse (over-charging for old parts). The real test will be what they do with upcoming products.
Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#107Earlier quoted context omitted.
The state of things...meaning AI companies buying up the world's supply of RAM
I think maybe long-term the effect of Korean companies no longer daring to reuse old machines to produce DDR4 because of US retribution is the bigger cause of that.
Repeating this weird claim won't make it true. DDR4 isn't going to come back into fashion, even during a DRAM shortage. Demand for DDR4 can't increase meaningfully when no current-generation processors can use it, and older-generation processors aren't seeing any increase in production or sales. DDR4 is not a substitute good for the RAM that's in short supply.
Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#108Earlier quoted context omitted.
I think maybe long-term the effect of Korean companies no longer daring to reuse old machines to produce DDR4 because of US retribution is the bigger cause of that.
Repeating this weird claim won't make it true. DDR4 isn't going to come back into fashion, even during a DRAM shortage. Demand for DDR4 can't increase meaningfully when no current-generation processors can use it, and older-generation processors aren't seeing any increase in production or sales. DDR4 is not a substitute good for the RAM that's in short supply.
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Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#109MacBooks will kill the market because of these memory price hikes
Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#110Earlier quoted context omitted.
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I'm pretty sure this clearly runs afoul of anticompetitive laws, no? Altman is intentionally sabotaging the global electronics supply chain using their existing market dominance to prevent competitors from being able to operate. And, tangentially, I really don't know what world you lived in. The US has arrested civil rights leaders and overthrown countries and went through an entire era of McCarthyism to get here: wh…
Serious question: should the principals of the RAM manufacturers be jailed?