Was bound to happen, it never found the market fit
I'm sure the margin was great for the ones it sold.
Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the RAM shortage
101–110 of 264 posts
Re: Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the RAM shortage
#102The Mac Studio highest config was a great value for AI workloads though at least for inference and no one is reporting this….
Don't you need two 512GB ones for unquanted latest chinese models?
Getting 512 GB of ram at the price point is cheaper than everything else. That’s why Apple stopped production to divert for the M5 ultra.
Re: Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the RAM shortage
#103Re: Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the RAM shortage
#104They may be trying to sell through the existing CPU before a launch (soft or not) of the M5-based versions (though I've heard the rumor is there will be no M5 Ultra and we might be looking at an M6 Ultra later in the year).
Interestingly, the "ultra" Mac Studio released a year ago was based on the older M3, not M4. Apparently, the work to "ultra-fy" a CPU is significant (which makes sense) so there can be a lag. Not that they have to follow pattern, but the a Mac Studio ultra released later this year might be based on M4. Or one based on M5 might be released a year or more from now.
My understanding is “ultra-ify” means put two together. I think it’s about having inventory
https://www.apple.com/newsroom/2022/03/apple-unveils-m1-ultr...
Re: Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the RAM shortage
#105Re: Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the RAM shortage
#106I think it's unlikely that Apple is paying the spot price for memory. They almost certainly negotiate delivery/price contracts in advance. Maybe the contract for the chips used in the 512GB model will expire soon?
It costs the same, we just mark it as an opportunity cost of unloading the memory on the spot market. If I buy contracts for 1 gold bar at $500, and the gold price runs to $1200, I can either continue to market my gold-containing product for the same profit margin, or I can unload all that gold for $1200/bar and make a profit of $700/bar. If my profit margin is high and it doesn't take many gold bars to make a thousa…
You’re thinking only finance. Their goal in buying the contract is to secure the good. The ability to maintain price will allow them to sell more units which is the number they want to show.
Re: Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the RAM shortage
#107I’ve been in tech for a long time and have seen RAM shortages and price spikes before. This one’s fairly bad but they resolve in 1-3 years.
Re: Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the RAM shortage
#108Inventory is tight too, if you look at delivery/shipping times for Mac Studio and Mac Mini, I'm seeing April/May
A lot of people also got into buying Macs for OpenClaw, so demand is probably up as well.
Re: Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the RAM shortage
#109The rumor from Gurman is that the M5 Ultra Mac Studio ships in the first half of this year.
This may just be a sign that the M5 Ultra Mac Studio is shipping sooner rather than later, as it's common for Apple to push out ship dates for soon to be replaced products.
We do have leaked benchmarks showing that the M5 Max outperforms the M3 Ultra currently shipping in the Mac Studio, so buying an M3 Ultra Studio right now would be a terrible idea.
Re: Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the RAM shortage
#110I wonder if the war with Iran could actually fix the RAM shortage. If this continues it really could put a damper on datacenter rollout.