551–560 of 662 posts
> For example, the cost for DRAM memory has increased up to 500% since September 2025.
That is an utterly insane price hike. Is production being scaled up, and will that take years? Or are producers happy charging 5x the price for the same amount of effort?
How much of this is driven by speculation vs actual demand?
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> Well first of all, the CHIPS Act was not "axed", it is federal law passed by an overwhelming bipartisan majority of the House and Senate. It would take a complete reversal of congress to repeal it and it's still very popular among both parties. DOGE cut basically all staff from the CHIPS Program Office, congress passed the money but Trump is choosing to turn it into a slush-fund the admin spends on industrial polic…
Once again, where do you get your information from? The only thing that doesn't exist anymore is DOGE itself. https://wtop.com/government/2025/11/doge-quietly-disbands-8-...
The post seems to indicate this is just for VPSs, which doesn't seem true, the email I just received from Hetzner mentions price increases for dedicated servers too. The ones I'm affected by seemingly: Product -> previous price -> New price as of 1 April 2026 EX42-NVMe (FSN1) -> € 49.65 -> € 51.13 AX41 (FSN1) -> € 49.73 -> € 51.22 AX41-NVMe (FSN1) -> € 49.73 -> € 51.18 Server Auction -> € 65.22 -> € 67.18 Still cheap…
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Are you sure? I'd think producing any RAM chips at all is much harder than scaling up a working production process.
Yes, I'm pretty confident you don't know anything about manufacturing at scale. Say you use a magic wand and build 15 new state-of-the-art factories tomorrow. Who's gonna run them? Does any location in the US have enough qualified workers that can simply take over and produce RAM in them from day 1 with no major fuckups? No, you need a ton of time to teach thousands of people how to run those 15 factories. To even be…
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Are those plants still functional after CHIPS act was axed? I thought they mainly produce in Asia now.
> after CHIPS act was axed This is news to a lot of Americans! The 2022 CHIPS and Science Act is codified federal law. I think a lot of states (Arizona, Idaho, New York) would be very interested to learn that the funding for the infrastructure that they are already building has somehow gone poof .
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Markets only "figure things out" in a petri dish economy where: 1) There are no barriers to entry for competitors (e.g. protectionist tariffs, equal access to capital for everyone) 2) There are perfect substitutes available, so transitioning to a competitor is seamless and free (e.g. no requirement to store data in Country X, no vendor lock-in, no security compliance) 3) The industry is not a "natural monopoly" when…
Markets are never perfect but over the course of history they are a pretty good mechanism to solve these type of problems. Not sure why we think taxing hyperscalers differently is the answer. Government usually does worse than the market when it comes to sorting it out. My argument is not that market is perfect but that the alternatives are probably far worse, like a new tax on a specific group of companies.