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Samsung's 60% DRAM price hike signals a new phase of global memory tightening

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Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#111

Post by adgjlsfhk1 »

CamperBob2 wrote: post #100
epistasis wrote: post #30

Earlier quoted context omitted.

This was Lina Khan's big thing, and I'd argue that our current administration is largely a result of Silicon Valkey no longer being able to get exits in the form or mergers and IPOs. Perhaps a better approach to anti-monopoly and anti-trust is possible, but I'm not sure anybody knows what that is. Khan was very well regarded and I don't know anybody who's better at it. Another approach would be a wealth and income ta…

Khan was largely ineffectual. The current administration, if it can be blamed on SV at all, is more likely to be the result of Harris's insanely ill-timed proposal to tax unrealized capital gains just as election season was kicking into high gear.

IMO Khan was by far the best we've had in at least 2 decades. Her FCC even got a judge to rule to break up Google! The biggest downside Khan had was being attached to a 1 term president. There's just not that many court cases against trillion dollar companies you can take from investigation to winning the appeal on in 4 years

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#112

Post by fooey »

elorant wrote: post #101
mrsilencedogood wrote: post #3

All I can say is, - the insane frothing hype behind AI is showing me a new kind of market failure - where resources can be massively misallocated just because some small class of individuals THINK or HOPE it will result in massive returns. Even if it squeezes out every single other sector that happens to want to use SDRAM to do things OTHER than buffer memory before it's fed into a PCIE lane for a GPU. - I'm really R…

Games eventually will move to consoles and the whole PC industry will take a huge hit.

console ram isn't magically cheaper

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#113

Post by makeitdouble »

themafia wrote: post #106
epistasis wrote: post #8

Earlier quoted context omitted.

It is a weird form of centralized planning. Except there's no election to get on to the central committee, it's like in the Soviet era where you had to run in the right circles and have sway in them. There's too much group-think in the executive class. Too much forced adoption of AI, too much bandwagon hopping. The return-to-office fad is similar, a bunch of executives following the mandates of their board, all becau…

> There's too much group-think in the executive class. I think this is actually the long tail of "too big to fail." It's not that they're all thinking the same way, it's that they're all no longer hedging their bets. > we have made the rewards too extreme and too narrowly distributed We give the military far too much money in the USA.

> We give the military far too much money in the USA.

~ themafia, 2025

(sorry)

On a more serious note the military is sure a money burning machine, but IMHO it's only government spending, when most of the money in the US is deliberately private.

The fintech sector could be a bigger representation of a money vacuuming system benefiting statistically nobody ?

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#114

Post by fooey »

ramshanker wrote: post #98

Somebody do the math on when we will reliably start running out of Grid Power. Than only this "AI builout" will slow down. Manufactiring generators is boring, and very less invested than manufacturing AI servers.

I wish I saw more people realizing the build out promising being made by the big AI are physically impossible

not only is it impossible to build that much power generation on those timelines

it's also not possible to build enough GPUs to fill a purported tripling of US datacenter capacity

what's the ROI on giant empty warehouses full of empty server racks and no electricity?

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#115

Post by wat10000 »

sharts wrote: post #63
epistasis wrote: post #8

Earlier quoted context omitted.

It is a weird form of centralized planning. Except there's no election to get on to the central committee, it's like in the Soviet era where you had to run in the right circles and have sway in them. There's too much group-think in the executive class. Too much forced adoption of AI, too much bandwagon hopping. The return-to-office fad is similar, a bunch of executives following the mandates of their board, all becau…

how is this centralized planning? It’s a corporate decision making operating in a free market to optimize for what majority shareholders want (though the majority of shares are owned by few).

Your parenthetical is how. It's not completely centralized, but it is being decided by a very small number of people.

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#116

Post by layoric »

mrsilencedogood wrote: post #3

All I can say is, - the insane frothing hype behind AI is showing me a new kind of market failure - where resources can be massively misallocated just because some small class of individuals THINK or HOPE it will result in massive returns. Even if it squeezes out every single other sector that happens to want to use SDRAM to do things OTHER than buffer memory before it's fed into a PCIE lane for a GPU. - I'm really R…

This happens when you get worse and worse inequality when it comes to buying power. The most accurate prediction into how this all plays out I think is what Gary Stevenson calls "The Squeeze Out" -> https://www.youtube.com/watch?v=pUKaB4P5Qns

Currently we are still at the stage of extraction from the upper/middle class retail investors and pension funds being sucked up by all the major tech companies that are only focused on their stock price. They have no incentive to compete, because if they do, it will ruin the game for everyone. This gets worse, and the theory (and somewhat historically) says it can lead to war.

Agree with the analysis or not, I personally think it is quite compelling to what is happening with AI, worth a watch.

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#117

Post by [deleted] »

testartr wrote: post #23
mrsilencedogood wrote: post #3

All I can say is, - the insane frothing hype behind AI is showing me a new kind of market failure - where resources can be massively misallocated just because some small class of individuals THINK or HOPE it will result in massive returns. Even if it squeezes out every single other sector that happens to want to use SDRAM to do things OTHER than buffer memory before it's fed into a PCIE lane for a GPU. - I'm really R…

why do you think allocating hardware to gamers is proper usage? maybe AI cures cancer, or at least writes some code

[deleted]

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#118

Post by wat10000 »

epistasis wrote: post #8
mrsilencedogood wrote: post #3

All I can say is, - the insane frothing hype behind AI is showing me a new kind of market failure - where resources can be massively misallocated just because some small class of individuals THINK or HOPE it will result in massive returns. Even if it squeezes out every single other sector that happens to want to use SDRAM to do things OTHER than buffer memory before it's fed into a PCIE lane for a GPU. - I'm really R…

It is a weird form of centralized planning. Except there's no election to get on to the central committee, it's like in the Soviet era where you had to run in the right circles and have sway in them. There's too much group-think in the executive class. Too much forced adoption of AI, too much bandwagon hopping. The return-to-office fad is similar, a bunch of executives following the mandates of their board, all becau…

This is why I think taxes on the very wealthy should be so high that billionaires can't happen. The usual reasons are either about raising revenue or are vague ideas about inequality. It doesn't raise enough revenue to matter, and inequality is a fairly weak justification by itself.

But the power concentration is a strong reason. That level of wealth is incompatible with democracy. Money is power, and when someone accumulates enough of it to be able to personally shake entire industries, it's too much.

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#119

Post by nyrikki »

sbarre wrote: post #6

I'm so mad about this, I need DDR5 for a new mini-PC I bought and prices have literally gone up by 2.5x.. 128GB used to be 400$ in June, and now it's over $1,000 for the same 2x64GB set.. I have no idea if/when prices will come back down but it sucks.

I just gave up and built an AM4 system with a 3090 because I had 128G of ddr4 udimms on hand the whole build was for less than just the memory would have cost for an AM5/ddr5 build.

Really wish that I could replace my old skylake-x system but even ddr4 rdimms for an older xeon are crazy now let alone ddr5. Unfortunately I need slots for 3xTitan V's for the 7.450 TFLOPS each of FP64. Even the 5090 only does 1.637 TFLOPS for FP64, so just hopping that old system keeps running.

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#120

Post by CamperBob2 »

adgjlsfhk1 wrote: post #111
CamperBob2 wrote: post #100

Earlier quoted context omitted.

Khan was largely ineffectual. The current administration, if it can be blamed on SV at all, is more likely to be the result of Harris's insanely ill-timed proposal to tax unrealized capital gains just as election season was kicking into high gear.

IMO Khan was by far the best we've had in at least 2 decades. Her FCC even got a judge to rule to break up Google! The biggest downside Khan had was being attached to a 1 term president. There's just not that many court cases against trillion dollar companies you can take from investigation to winning the appeal on in 4 years

All true, and I'm not making a value statement about whether her influence was good or bad. However, Khan only threatened the oligarchs' companies, while Harris point-blank threatened their fortunes.

Don't pick a fight with people who buy ink by the barrel and bandwidth by the exabyte-second. Or at least, don't do it a month before an election.

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