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2027 memory capacity is reportedly sold out

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Re: 2027 memory capacity is reportedly sold out

#122

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).

I've already been burned via amazon a few times recently.

Most recent one I bought a multi-tb hard disk, but got an old multi-gb disk shoehorned into legitimate box. Couldn't just get a replacement - had to buy one for more money since that drive's price had increased.

Re: 2027 memory capacity is reportedly sold out

#124

Earlier quoted context omitted.

They were supposed to optimize for the situation in which they weren't the only program running on a computer, and they failed to do it.

Can you blame them? Users didn't care. Heck, developers didn't care - look at how popular vscode is.

Revealed preferences aside, every dev comment section for 10 years HAS been full of people loudly insulting Electron.

Re: 2027 memory capacity is reportedly sold out

#125

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).

Depending on your location this will happen for any item with a certain value and presumably risk score. It's not a unique decision they made for RAM. Probably happened to your order because the value was high enough and your location, not because it was RAM specifically

Re: 2027 memory capacity is reportedly sold out

#127
post #40

Earlier quoted context omitted.

> (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.

Temporary revenues for decades to come.

Re: 2027 memory capacity is reportedly sold out

#128
post #37

This will have general inflationary consequences for consumer products (phones, consoles, laptops, etc.). On top of current uncertainties regarding oil and fertilizers, I think 2% inflation in the US and Europe would be a very optimistic target.

Yes, but the impact will be small.

The average consumer isn't purchasing a lot of products with a lot of RAM every year.

Their 8GB of RAM phones will go up in price a little bit, but people aren't buying phones every year or even every other year.

So if the price of the 8GB of LPDDR went from $40 to $160 and it's all passed on to the consumer buying a new phone every 4 years, that's an extra $30/year in spending.

Most adults I know now use their phone for everything, so they're not buying new computers and laptops. They can wait 3 years for the market to settle before upgrading those, too.

Even I'm a heavy buyer of tech products and RAM, and I would bet you that my family's annual food bill fluctuates by more than what I've had to pay for RAM prices growing.

Re: 2027 memory capacity is reportedly sold out

#129
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.)

I thought CXMT already have plenty of capacity - Apple are currently talking to the US government for blessing to buy from them.

Other manufactures like Micron do have aggressive expansion plans, but fabs take a long time to build and bring online - multiple years.

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