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Lenovo saying RAM prices may never go back to how they were

rockpapershotgun.com

11–20 of 23 posts

Re: Lenovo saying RAM prices may never go back to how they were

#11

It's so easy to weasel out of this statement that it's practically meaningless. Prices on now obsolete technology never went down either, and what's been obsolete for a long time now is the low-end PC. If the prices stay the same while the product improves (more per stick and faster), that's what everyone actually wants anyway.

We need like 3x the RAM to get the same value you were before.

Re: Lenovo saying RAM prices may never go back to how they were

#12

It's so easy to weasel out of this statement that it's practically meaningless. Prices on now obsolete technology never went down either, and what's been obsolete for a long time now is the low-end PC. If the prices stay the same while the product improves (more per stick and faster), that's what everyone actually wants anyway.

We need like 3x the RAM to get the same value you were before.

Do you mean you need 3x the ram to run your pc than you did at some point in time?

Maybe not, anyway, this graph puts the current memory "crisis" in perspective for me:

https://ourworldindata.org/grapher/historical-cost-of-comput...

Re: Lenovo saying RAM prices may never go back to how they were

#13
post #9

Yes, it's like this in every sectoral boom cycle. Prices are always going to go up until they don't and then prices are always going to go down until they don't

Indeed. And some company saying this is a sign we're at the mid-point of the peak.

Re: Lenovo saying RAM prices may never go back to how they were

#15
post #12

Earlier quoted context omitted.

We need like 3x the RAM to get the same value you were before.

Do you mean you need 3x the ram to run your pc than you did at some point in time? Maybe not, anyway, this graph puts the current memory "crisis" in perspective for me: https://ourworldindata.org/grapher/historical-cost-of-comput...

Nope. I currently have 64 GB which is about enough. I'd do 128 or more if it were cheaper. But a decent stick size is about 16 GB. If I could get 48GB for the price of a 16GB stick, that'd be reasonable. Then I could get 2 of those instead of 4 16s and not pay horrendously more.

Re: Lenovo saying RAM prices may never go back to how they were

#18

The current price insanity has got me to reconsider upgrading a few systems. It made me think of what I actually need vs what I want, never a good idea for consumerism.

That's the point of high prices. They solve demand higher than supply by reducing demand, and/or increasing supply. Wait until they're low again, then upgrade.

Re: Lenovo saying RAM prices may never go back to how they were

#19
post #8

Ram prices will go down if you roll up your sleeves and go in house. If you have the design and engineering department to design/engineer the memory yourself, and if you have enough money to pay for or build the fabs. What are you going to do, going into the future give up and call it a day? If you want to build new devices or any devices for that matter, are you going sit back and take it, with the Chinese as compet…

Why are there only three major memory companies? Because memory is a really hard market for new entrants.

Firstly, IP is heavily patented. CXMT only got around this by using a different manufacturing strategy they bought the patent for from another company.

Secondly, scale and yield is really hard. CXMT’s production costs per unit are higher than the established companies because they’re still struggling with yield. They only made a profit last year because memory is massively overpriced. Most startups do not have the runway to spend a decade improving their yield. CXMT only survived because the Chinese government had an incentive to bankroll them long-term.

Companies like Apple and NVIDIA could get into the memory game for their own needs if they wanted to, but it would take a long time and they’re only incentivized to do so if they think memory will be high forever. If it’s only high for the next 2-3 years it’s not worth it.

Re: Lenovo saying RAM prices may never go back to how they were

#20

The current price insanity has got me to reconsider upgrading a few systems. It made me think of what I actually need vs what I want, never a good idea for consumerism.

That's the point of high prices. They solve demand higher than supply by reducing demand, and/or increasing supply. Wait until they're low again, then upgrade.

That's the point of prices in general, they are a measure for how much something is worth, both for the user to have it and for the producer to create it. Neat invention.
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