Earlier quoted context omitted.
can u provide some context? what is this trying to solve and how does it solve it? very curious.
Its a way to make sure the delivery takes place. A code is sent to recipient and recipient only gives it to the delivery person once item is handed over. Delivery person cant mark item as 'done' without the code. I've seen Uber Eats do the same thing sometimes.
2027 memory capacity is reportedly sold out
41–50 of 485 posts
Re: 2027 memory capacity is reportedly sold out
#42Earlier quoted context omitted.
Its a way to make sure the delivery takes place. A code is sent to recipient and recipient only gives it to the delivery person once item is handed over. Delivery person cant mark item as 'done' without the code. I've seen Uber Eats do the same thing sometimes.
What’s wrong with a signature?
Re: 2027 memory capacity is reportedly sold out
#43Earlier quoted context omitted.
That's the reason RAM companies aren't expanding. Worst case, they can sell their normal production to gamers.
Fail to deliver, and they get bankrupted... Do deliver and they don't get paid because the buyer purchased with money that doesn't exist. Lose-lose situation!
Re: 2027 memory capacity is reportedly sold out
#44I saw on Twitter that TSMC has made 1B worth of chips for Apple that they cannot package because of missing memory. (PS: It is time to let ASML sell to CXMT.)
> (PS: It is time to let ASML sell to CXMT.) Why? High demand and low supply is very good for shareholders and make indexes go up, their goal is not to meet demand, they want exponential qurartly revunes
To me it seems like they’re just riding the AI hype out, expecting a crash after, and not willing to risk a lot of capital on someone else’s bubble.
Re: 2027 memory capacity is reportedly sold out
#45Keep an eye on this page → https://ca.pcpartpicker.com/trends/price/memory/
Note to the momentarily shocked: this is in Canadian dollars.
Re: 2027 memory capacity is reportedly sold out
#46The fact that consumer-level DDR4 is getting more expensive makes absolutely no market sense to me.
Re: 2027 memory capacity is reportedly sold out
#47The fact that consumer-level DDR4 is getting more expensive makes absolutely no market sense to me.
Not sure if that's what you've meant...
Re: 2027 memory capacity is reportedly sold out
#48Amazon has implemented a password system for RAM delivery. You're supposed to give a password to the deliverer before taking delivery of the RAM, and you're not supposed to send the password over the phone at all (although the Amazon delivery guy still called me and asked for it over the phone).
Re: 2027 memory capacity is reportedly sold out
#49Earlier quoted context omitted.
Its a way to make sure the delivery takes place. A code is sent to recipient and recipient only gives it to the delivery person once item is handed over. Delivery person cant mark item as 'done' without the code. I've seen Uber Eats do the same thing sometimes.
What’s wrong with a signature?
Re: 2027 memory capacity is reportedly sold out
#50The fact that consumer-level DDR4 is getting more expensive makes absolutely no market sense to me.
The lines that would have made consumer-level stuff are being reduced in favor of the higher profit margin/demand products. That means more supply of those other products (but still not enough) and lower supply of the consumer-level stuff (driving up prices).
I would expect that old DDR4 machinery to end up somewhere else, still chugging along. Maybe someone buys the old production and keeps chugging low quality DDR4 or something.
To me, it sounds like that didn't happened. Fabs that were producing legacy DDR4 are still producing it, just selling it higher and surfing on the consumer price increase of DDR5. As DDR5 became more expensive, people looked to build old AM4 PCs with the older memory, and the market just raised the price so that option would also cost more. IMHO DDR4 price increase has nothing to do with production.