Maybe this RAMmageddon will trigger a wave of optimized softwares that don't need GBs of memory for anything and everything.
If electron dies, I'll forgive the people responsible for this shortage
RAM now represents 35 percent of bill of materials for HP PCs
131–140 of 355 posts
Re: RAM now represents 35 percent of bill of materials for HP PCs
#132Earlier quoted context omitted.
> In 5-10 years and waiting for 5-10 yrs for a lower price is a long wait for consumers. If food prices were high, would you say to the starving person to wait for 5-10yrs for food?
Thats a ridiculous metaphor. Ram isn't food. Nobody starved to death from insufficient RAM in their computer.
Economies die from lack of produce though.
Re: RAM now represents 35 percent of bill of materials for HP PCs
#133Earlier quoted context omitted.
Doesn’t the EU have an excellent education system?
> Doesn’t the EU have an excellent education system? Excellent universities, overall. But results from primary and secondary schools are nose diving at a more than alarming rate in several EU countries. Literacy rates are falling, math grades are falling. There's IMO only so much time before universities begin to be affected as well.
Maybe having less RAM and using pen/paper instead of tablet/phone will improve things...
Re: RAM now represents 35 percent of bill of materials for HP PCs
#134Earlier quoted context omitted.
Aren’t Chinese manufacturers already expanding their capacity? Given that Samsung and SK Hynix have left that market in the pursuit of HBM4 chips, China is going to rule this market. At least that’s what analysts are saying.
Chinese manufacturers like CXMT face the same kinds of issues that Huawei faced in entering the EU market - the EU is clamping down on Chinese suppliers across their supply chain [0]. Where can CXMT and other Chinese players export when Japan, South Korea, much of ASEAN, India, much of North America, the EU, the UK, Australia, NZ, and parts of the Gulf have enacted or begun enacting trade barriers against Chinese exp…
So, EU and US tend to actually implement such bans, but the rest of those countries in a list like that..
People appreciated cheap YMTC 232-layers when that happened where I live.
Re: RAM now represents 35 percent of bill of materials for HP PCs
#135"Bill of materials" (BOM) is not a monetary invoice, only an itemization of constituent parts. :)
Reading the title I wondered if this is about more components coming with their own memory, because I've never heard BOM used as a monetary bill.
Re: RAM now represents 35 percent of bill of materials for HP PCs
#136>AI-driven “end-to-end planning processes"
Behold, the RAM cost is being optimized with AI.
Re: RAM now represents 35 percent of bill of materials for HP PCs
#137I think Europe should invest into manufacturing RAM. RAM isn't going anywhere, all of modern compute uses it. This would be an opportunity to create domestic supply of it.
The worry is that these high prices aren't going to last long. And by the time you spend years building the capacity, the prices plummet making your facility uneconomical to run. Ram will always be in some demand, but that doesn't mean it's viable for everyone to start building production.
I guess the idea would have to be to look at it in the reverse: have some domestic capacity for those usual strategic supply independence reasons, even if it operates at a loss. And hope that occasionally, one of those demand surge waves will swipe through and make the cost not quite so bad. Outlier waves like the current one might even create a net positive, but that bet would not be the primary purpose, that honor would go to hedging against getting cut off.
Re: RAM now represents 35 percent of bill of materials for HP PCs
#138Earlier quoted context omitted.
The worry is that these high prices aren't going to last long. And by the time you spend years building the capacity, the prices plummet making your facility uneconomical to run. Ram will always be in some demand, but that doesn't mean it's viable for everyone to start building production.
AI demand isn't going away. It will just move from the data center to the local machine. On device AI is much better for the customer than it being in the cloud. Expecting people to stick with a few dozen gb of hbm is going to be the 'no one needs more than 640kb' of the 2030s.
It's being delayed by ai companies from running on local consumer grade machines specifically by making the cost of entry too expensive. OpenAi buys 40% of wafers to ensure the price of memory stays high.
Re: RAM now represents 35 percent of bill of materials for HP PCs
#139Earlier quoted context omitted.
Chinese manufacturers like CXMT face the same kinds of issues that Huawei faced in entering the EU market - the EU is clamping down on Chinese suppliers across their supply chain [0]. Where can CXMT and other Chinese players export when Japan, South Korea, much of ASEAN, India, much of North America, the EU, the UK, Australia, NZ, and parts of the Gulf have enacted or begun enacting trade barriers against Chinese exp…
RAM isn't a critical security category like 5G base stations. Also, I don't think you've seen true consumer rage until the opposition in the EU would start pointing out the current parties are making the smartphones, laptops, TVs and whatnot consumers wanna buy much more expensive (or more crappy). Large parts of the EU are currently being crushed by one of the worst housing crises in the world, the economy seems to…
> Large parts of the EU are currently being crushed by one of the worst housing crises in the world, the economy seems to be wavering for young people especially, and tech / gadgets being cheap was one of the sole rays of light left.
Huh?
Re: RAM now represents 35 percent of bill of materials for HP PCs
#140Earlier quoted context omitted.
Ahh, it is always China antagonizing others, isn't it? There's nothing wrong EU coming to absurd lengths in all directions that are leading to destruction of its economy and society only to please the narrative of few degraded groups of individuals. Yet, it is others that are the cause. Nice, easy story telling. All governments in the world turned to be on the dark side. But some are reaching new heights.
It's weird how the implication of "every government is bad" is that we should stop trying to improve them or worry about the ones that are the worst.
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