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Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

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Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#151
Reminds me of how ever since egg prices went to the moon we've all had to give up dessert and subsist on thin gruel for breakfast.

What's that? Egg prices are back down after suppliers cranked up their output? Surely nothing like that is possible with hardware... Personal computing is dead forever...

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#152
post #127

Motherboards used to be $100, $200 for the high end. Now they want $300+, ram is crazy, storage, video cards, etc. I'm not surprised sales for these components is hitting a wall.

I don't really agree with this. Motherboard prices haven't been moved at all by AI. I would also say that most consumers, who are almost exclusively buying gaming-oriented boards, do not need anything high end. They can pretty much buy the cheapest board available. I am shopping around for a mini ITX board and the difference between something at $180 and something at $400 is basically one to two faster USB ports, whi…

I am massively sick of gaming focused boards. I don’t want my board to be “tough” or “mil-spec” or be extra shiny or have fancy-proprietary-auto-overclock. I want a reliable board that complies with all the specs it claims to support. Low idle power consumption would be nice, too.

This is obnoxiously difficult to shop for in the desktop/workstation space.

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#153

I guess my hasty purchase meant as only a temporary, times were tight, placeholder Dell Inspiron in 2015 has to do me for another ten years.

hope you're handy with a soldering iron (reflow station?) because eventually the passive components are going to start failing and I don't imagine you'll be able to plug off the shelf components into a Dell

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#154

Reminds me of how ever since egg prices went to the moon we've all had to give up dessert and subsist on thin gruel for breakfast. What's that? Egg prices are back down after suppliers cranked up their output? Surely nothing like that is possible with hardware... Personal computing is dead forever...

This will happen eventually but there is a much longer lag for hardware supply than for egg supply so I wouldn’t expect a ton of improvement until late 2027 or even 2028.

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#155

Reminds me of how ever since egg prices went to the moon we've all had to give up dessert and subsist on thin gruel for breakfast. What's that? Egg prices are back down after suppliers cranked up their output? Surely nothing like that is possible with hardware... Personal computing is dead forever...

It takes 5 months for a newly-hatched chicken to start laying eggs. It takes 5 years after breaking ground on a new fab to start producing chips.

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#156

Earlier quoted context omitted.

At current prices, Chinese companies could even produce everything possible (~anything but current gen CPUs and GPUs) on slightly older nodes and make a stonking profit while lowering market prices.

China is also short on supply... Capex for these are planned years ahead and just not flexible enough to deal with the supply squeeze right now.

China is famously fast at building things, but maybe not semiconductor factories... especially with long lead times from Western suppliers.

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#157
post #10
post #5

Earlier quoted context omitted.

It's an active attack on the Hobbyist space. Qualcomm buying Arduino solidified this idea in my head. They literally want us to own nothing.

Because they own nothing but make believe stocks and life works great for them. The mega-rich are 100% decoupled from physical reality. May as well treat them more like tribal shaman, priests, preachers, and rabbis. Just parroting memes the likewise idiot politicians believe are the magic chants that keep gravity itself pulling together the Earth. "Omg he said the thing! Cut his taxes! Give him welfare!" Our generati…

Why is it that new accounts these days always seem to come out swinging about politics, class warfare, etc?

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#158
post #59

PC is the last major open platform. While other platforms like Android and becoming less open, PC in general is becoming more open than it's been in a long time as heavy MacOS/Android/iOS competition is creating a focus on open standards and all-time high strong Linux support gives people a place to land and tinker/hack to their heart's content. I think we will see an abandonment of consumer grade PC components and i…

> I already have home sever rack, and would recommend it for other people.

I just want to warn people who haven't heard server-grade hardware in-person before: this is only for people who can put a server rack somewhere unpopulated like a garage or basement. Servers will make you think "wow, leafblowers sure are quiet". They are not suitable for apartment dwellers such as myself. When I was setting up my 1U before shipping it off to a colo, I wrote scripts and had detailed plans of the things I needed to run so I could minimize the time it was making my ears bleed.

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#159
post #140

Earlier quoted context omitted.

if you are on land, you are (or someone is) still paying rent to the government. rent can be raised and you will be evicted if you don't pay. if you are living mobile, you probably need gas or batteries for warmth or cooling. if your climate is currently comfortable, temperatures can be raised. or maybe you are a nomad hunting and gathering your own food? the wilderness can be pillaged and sold and "secured" until th…

Correct. I just aim to get eaten last.

And I aim to be the one that eats you

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#160
post #49

Maybe with AI we can finally kill user-owned computing, and make almost everyone renters. It's really wrong that the common people have access to things like PCs. It leaves a lot of money on the table the corporations can extract, and makes control much harder. PCs should cost at least as much as a car, so only the right people can afford them. Own nothing and be happy.

Sarcasm aside, yep. There will be three classes: the owned, the owners and the unownable. I aim to be unownable.

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