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2027 memory capacity is reportedly sold out

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Re: 2027 memory capacity is reportedly sold out

#261

Post by toaste_ »

throwatdem12311 wrote: post #230
stephenitis wrote: post #221

Earlier quoted context omitted.

What part of your PC died?

Motherboard. New motherboard…so new cpu socket (mine was Broadwell)…and new ram needed. GPU is mostly fine and can probably reuse that but it’s Vega so not the greatest I was due for an upgrade but the prices of everything is ridiculous. The thought of pc-of-Theseus’ing my busted ass PC is just sad. Thank god I bought a PS5 Pro before Sony started jacking up the prices. I remember when buying a $300 GPU was extravaga…

So, you have DDR4?

Pick any B550 with a VRM heatsink for $90, a 5600 for $190, and you are back in business.

Get a 5070 or 9070 before GDDR supply is completely gone if you want an actual upgrade.

As for GPU price, that Vega 64 was $500 in 2018. Even a midrange GPU hasn't been $300 since the Radeon RX 480 launched a decade ago.

Re: 2027 memory capacity is reportedly sold out

#262

Post by __david__ »

haroldp wrote: post #257
OJFord wrote: post #196

Earlier quoted context omitted.

Yeah but DDR3 was faster then and still is now - I can't imagine my M4 Mac having a slightly older version RAM would meaningfully affect me, but another 24GB of it (or whatever I have) would certainly be an improvement. CPUs have L1, L2, L3+ caches too after all.

> Yeah but DDR3 was faster then and still is now USB would be the limiter for both.

They obviously did not mean not literal USB, just a standardized connector across DRAM versions/speeds.

Re: 2027 memory capacity is reportedly sold out

#263

Post by nl »

inigyou wrote: post #109
ghtbircshotbe wrote: post #80

The boom cycle looks like it's going to last a while, but it never lasts forever. If the current memory manufacturers all conspire to not build more capacity, I'm sure someone else will (eg China).

CXMT is now producing as much as one of the big three. Only for China, of course.

> Only for China, of course

HP, Acer and Asus are now using them

https://asia.nikkei.com/business/china-tech/hp-asus-and-acer...

Re: 2027 memory capacity is reportedly sold out

#264

Post by leoc »

nemothekid wrote: post #260
SR2Z wrote: post #251

Earlier quoted context omitted.

I don't think that anything you said is wrong but I also don't think that memory consumption is going back to the old baseline... well, ever. Memory is just too useful now that you can use it to drive cars and write code.

The problem is that is speculation and the market barriers are currently too high for losing business to be a threat. The two outcomes are (1) you overbuild, you end being wrong, you go bankrupt and lose everything or (2) you are right, but since you didn't overbuild, you lost out on some revenue, but demand still exists 3 years later and you didn't lose everything. In any other business choosing (2) would mean someo…

Well, the Chinese manufacturers are certainly coming, though CXMT seems to be being careful not to rock the boat, at least yet https://www.tomshardware.com/pc-components/dram/chinese-cxmt... .

Re: 2027 memory capacity is reportedly sold out

#265

Post by SuperNinKenDo »

toaste_ wrote: post #261
throwatdem12311 wrote: post #230

Earlier quoted context omitted.

Motherboard. New motherboard…so new cpu socket (mine was Broadwell)…and new ram needed. GPU is mostly fine and can probably reuse that but it’s Vega so not the greatest I was due for an upgrade but the prices of everything is ridiculous. The thought of pc-of-Theseus’ing my busted ass PC is just sad. Thank god I bought a PS5 Pro before Sony started jacking up the prices. I remember when buying a $300 GPU was extravaga…

So, you have DDR4? Pick any B550 with a VRM heatsink for $90, a 5600 for $190, and you are back in business. Get a 5070 or 9070 before GDDR supply is completely gone if you want an actual upgrade. As for GPU price, that Vega 64 was $500 in 2018. Even a midrange GPU hasn't been $300 since the Radeon RX 480 launched a decade ago.

This is essentially what I did and it worked a treat. Get in while the getting's still good. Having a modern but DDR4 compatible system is not obly a great way to get up and running now, but will help see you through this crisis long term.

Re: 2027 memory capacity is reportedly sold out

#266

Post by LargoLasskhyfv »

dist-epoch wrote: post #138
HarHarVeryFunny wrote: post #129

Earlier quoted context omitted.

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.

CXMT is sold out too. https://www.guru3d.com/story/cxmt-dram-capacity-reportedly-s...

There is TWSC: https://en.twsc.com.cn/

Traded as CUSU for end-users: https://en.twsc.com.cn/enCUSU/index.html

Re: 2027 memory capacity is reportedly sold out

#267

Post by Mistletoe »

throwatdem12311 wrote: post #211

My own PC died and now I’m locked out of my entire Steam library for the foreseeable future. A $2000 PC is literally a downgrade from what I bought 10 freaking years ago. What the freaking hell.

Use the money to short the market because it’s probably a top signal of some sort.

Re: 2027 memory capacity is reportedly sold out

#268

Post by kllrnohj »

HaloZero wrote: post #248
throwatdem12311 wrote: post #211

My own PC died and now I’m locked out of my entire Steam library for the foreseeable future. A $2000 PC is literally a downgrade from what I bought 10 freaking years ago. What the freaking hell.

How does the steam machine compare to building your own?

Building your own is cheaper, although not by a ton. Valve isn't taking a loss on them.

Re: 2027 memory capacity is reportedly sold out

#269

Post by kristopolous »

beloch wrote: post #60

AI companies would do well to realize that civil disobedience is a thing. Take what's currently happening to Flock cameras as an object lesson. People are so fed up with Flock that they're cutting their cameras down en masse, sometimes wiping them clean from entire jurisdictions. Tens of thousands of other people in those jurisdictions are cheering them on, even offering alibis for them before they've been caught. La…

If someone bombed a data center there would be celebratory parades.

Nobody wants this robber baron shit

Re: 2027 memory capacity is reportedly sold out

#270

Post by thelastgallon »

leoc wrote: post #264
nemothekid wrote: post #260

Earlier quoted context omitted.

The problem is that is speculation and the market barriers are currently too high for losing business to be a threat. The two outcomes are (1) you overbuild, you end being wrong, you go bankrupt and lose everything or (2) you are right, but since you didn't overbuild, you lost out on some revenue, but demand still exists 3 years later and you didn't lose everything. In any other business choosing (2) would mean someo…

Well, the Chinese manufacturers are certainly coming, though CXMT seems to be being careful not to rock the boat, at least yet https://www.tomshardware.com/pc-components/dram/chinese-cxmt... .

It makes sense, CXMT takes as much profit as possible, then use that money to build more capacity, ultimately becoming one of the biggest competitor (only?) to the cartel.
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