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2027 memory capacity is reportedly sold out

ign.com

41–50 of 485 posts

Re: 2027 memory capacity is reportedly sold out

#41

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.

What’s wrong with a signature?

Re: 2027 memory capacity is reportedly sold out

#42

Earlier 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?

It's to prevent theft by the delivery person or by the wrong recipient

Re: 2027 memory capacity is reportedly sold out

#43
post #20

Earlier 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!

But they don't get bankrupted, because it's an ordinary year for them, only with different customers.

Re: 2027 memory capacity is reportedly sold out

#44
post #40
post #22

I 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

It’s temporary revenue, it’s not as if those businesses are suddenly fundamentally better.

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

#45

Keep an eye on this page → https://ca.pcpartpicker.com/trends/price/memory/

Note to the momentarily shocked: this is in Canadian dollars.

It's not just currency, Amazon Canada have some jumps recently not in US version:

https://pcpartpicker.com/trends/price/memory/

Re: 2027 memory capacity is reportedly sold out

#47

The fact that consumer-level DDR4 is getting more expensive makes absolutely no market sense to me.

I am guessing there is some fluidity between these markets. If consumers get priced out of the DDR5 market, the consumer DDR4 price increases as well. It is the same with cars, if the price goes up for new cars, it usually increases for used car market as well. Same with energy, price goes up for oil, all things beeing equal, other energy carries will increase to some degree.

Not sure if that's what you've meant...

Re: 2027 memory capacity is reportedly sold out

#48

Amazon 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).

This is quite common for all high value deliveries across all platforms in India.

Re: 2027 memory capacity is reportedly sold out

#49

Earlier 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?

Signatures are terrible, and especially it's hard to automatically confirm they're correct even if you have a sample on file.

Re: 2027 memory capacity is reportedly sold out

#50
post #39

The 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).

Isn't DDR4 like, old and obsolete? From my knowledge, you can't just take a fab that produces DDR4 and make it produce DDR5 or higher. It's kind of a leap that requires replacing a lot of stuff.

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.

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