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The memory shortage is causing a repricing of consumer electronics

davidoks.blog

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Re: The memory shortage is causing a repricing of consumer electronics

#101

Post by shimman »

mr_toad wrote: post #75
shimman wrote: post #30

Earlier quoted context omitted.

Why should society care about people making profits? Society would greatly benefit from cheap abundant ram than FAANG shares going up. I'm kinda sick about only caring that some billionaire makes more money and would rather you know... actually improve conditions to better society. This is why China is eating the West. Quite easy to start an electronics company when you have such an abundance of suppliers, compare th…

> This is why China is eating the West. Nothing to do with cheap labour.

Labor has very little to do with it and more about a political class that has to increase the material needs of a nation if they still want to stay in power.

What has the US government done for American's lately outside of forcing people to buy healthcare and providing monetary support for families for a small window during covid? All we have is a political class that wants to fuck Americans raw until they pump every cent out of us.

Also the US has one of the most weakened labor classes in the world, come the fuck on. Corporations convinced our governments to sell out labor at every opportunity. You're acting as if it was the 1930s where there was a national strike every month until the Wagner Act.

Re: The memory shortage is causing a repricing of consumer electronics

#102

Post by threecheese »

tootie wrote: post #57
TheOtherHobbes wrote: post #46

It's impressive that somehow, as if by coincidence, we're seeing the biggest inflationary drivers for decades, perhaps for centuries, all happening simultaneously. The Iran war is spiking the price of oil and will likely cause shortages of pretty much everything if it isn't ended. The Ukraine war is helping with that by destroying Russian refining capacity. The memory shortage is set to do the same to consumer electr…

US tariffs are mostly dead. Ruled illegal and being refunded. Second attempt at tariffs has also been stopped. And inflation over the past 5 years is still milder than the late 70s and definitely milder than what has been seen in Turkey or Argentina or Zimbabwe.

Ah, the ole’ “were doing better than Germany ca 1937” argument. /s

Re: The memory shortage is causing a repricing of consumer electronics

#103

Post by shimman »

hcurtiss wrote: post #59
shimman wrote: post #30

Earlier quoted context omitted.

Why should society care about people making profits? Society would greatly benefit from cheap abundant ram than FAANG shares going up. I'm kinda sick about only caring that some billionaire makes more money and would rather you know... actually improve conditions to better society. This is why China is eating the West. Quite easy to start an electronics company when you have such an abundance of suppliers, compare th…

You think Chinese businesses aren’t in it for the profits?

They are but the difference is that China doesn't want to encourage monopolies and have zero qualms in jailing or executing bad business leaders.

Re: The memory shortage is causing a repricing of consumer electronics

#104

Post by rationalist »

jurgenburgen wrote: post #97
mgh2 wrote: post #85

Earlier quoted context omitted.

Don't forget the threat of Ebola, hantavirus, Taiwan war

The Taiwan war that the world is sleepwalking into is going to wipe out so much chip capacity that the current inflation will look like a blip.

While it's a possibility, do you believe it is likely enough in the very near future to the point where you are betting on it? Perhaps shorting TSMC?

If I did so when I first thought about it, I would be broke by now.

Re: The memory shortage is causing a repricing of consumer electronics

#105

Post by hcurtiss »

shimman wrote: post #103
hcurtiss wrote: post #59

Earlier quoted context omitted.

You think Chinese businesses aren’t in it for the profits?

They are but the difference is that China doesn't want to encourage monopolies and have zero qualms in jailing or executing bad business leaders.

There absolutely are monopolies. There are, in fact, many state run enterprises. Where do you get these ideas?

Re: The memory shortage is causing a repricing of consumer electronics

#106

Post by lurking_swe »

tootie wrote: post #57
TheOtherHobbes wrote: post #46

It's impressive that somehow, as if by coincidence, we're seeing the biggest inflationary drivers for decades, perhaps for centuries, all happening simultaneously. The Iran war is spiking the price of oil and will likely cause shortages of pretty much everything if it isn't ended. The Ukraine war is helping with that by destroying Russian refining capacity. The memory shortage is set to do the same to consumer electr…

US tariffs are mostly dead. Ruled illegal and being refunded. Second attempt at tariffs has also been stopped. And inflation over the past 5 years is still milder than the late 70s and definitely milder than what has been seen in Turkey or Argentina or Zimbabwe.

refunded to whom? the businesses? great! where’s my refund as a consumer who paid those higher costs (passed along to me)?

Re: The memory shortage is causing a repricing of consumer electronics

#107

Post by xethos »

ghaff wrote: post #86
mr_toad wrote: post #66

Earlier quoted context omitted.

> Meanwhile the AI fad is seeing huge layoffs. This is really the only point I disagree with. Layoffs are being blamed on AI, but they are really a hangover of the covid hiring boom, and subsequent bust. All the tech money is going into building data centres (and the gas turbines that power data centres), and it turns out that programmers don’t have the relevant skills to build gas turbines.

And building gas turbines (or even designing them) are probably not jobs that pay salaries developers got accustomed to, especially in Sillicon Valley, over the last 10-20 years. Jobs at GE in Schenectady may not be what those developers are looking for even if they were qualified.

No, but it's a fun line for any automotive or other old-industry workers to throw at programmers, as they were the ones promised re-training in industries they would have to start from the bottom in.

Re: The memory shortage is causing a repricing of consumer electronics

#108

Post by ivewonyoung »

hackyhacky wrote: post #44
CamperBob2 wrote: post #40

Earlier quoted context omitted.

That doesn't answer my question.

That's because your question is silly. I'll spell it out for you: Just because all modern states are capitalist does not mean that all states must be capitalist, as evidenced by the many erstwhile states that were not capitalist. Your failure to see beyond your immediate surroundings and ignoring the first sentence of my previous comment is perhaps the reason for your silly question.

> Just because all modern states are capitalist does not mean that all states must be capitalist, as evidenced by the many erstwhile states that were not capitalist

However, I doubt anyone else would instead want to live in current day North Korea or pre-1990 eastern bloc countries, or in East vs West Germany.

Re: The memory shortage is causing a repricing of consumer electronics

#109

Post by ivewonyoung »

torben-friis wrote: post #45
CamperBob2 wrote: post #37

Earlier quoted context omitted.

Capitalism is in no way a prerequisite for technological development. Really? Who else builds stuff?

>Who else builds stuff? The Chinese, famously?

China is a great example of a counter point to the argument. They only started making things once they realized capitalism was better.

https://en.wikipedia.org/wiki/Reform_and_opening_up

> The reforms [starting in 1976] de-collectivized agriculture, abolished the people's communes, relaxed price controls, allowed foreign direct investment into China, and led to the creation of special economic zones, most prominently the Shenzhen Special Economic Zone and the Shanghai Pudong New Area. Private enterprises were allowed to grow, while many state-owned enterprises were scaled down or privatized. Shanghai Stock Exchange and the Shenzhen Stock Exchange were established in 1990, allowing a capital market system

Re: The memory shortage is causing a repricing of consumer electronics

#110

Post by hackyhacky »

ivewonyoung wrote: post #108
hackyhacky wrote: post #44

Earlier quoted context omitted.

That's because your question is silly. I'll spell it out for you: Just because all modern states are capitalist does not mean that all states must be capitalist, as evidenced by the many erstwhile states that were not capitalist. Your failure to see beyond your immediate surroundings and ignoring the first sentence of my previous comment is perhaps the reason for your silly question.

> Just because all modern states are capitalist does not mean that all states must be capitalist, as evidenced by the many erstwhile states that were not capitalist However, I doubt anyone else would instead want to live in current day North Korea or pre-1990 eastern bloc countries, or in East vs West Germany.

> However, I doubt anyone else would instead want to live in current day North Korea or pre-1990 eastern bloc countries, or in East vs West Germany.

An astute observation, if your knowledge of history begins and ends with the 20th century.

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