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Framework Raises DDR5 Memory Prices by 50% for DIY Laptops

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Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops

#171

Post by asa400 »

asa400 wrote: post #110
Tadpole9181 wrote: post #102

Earlier quoted context omitted.

I'm pretty sure this clearly runs afoul of anticompetitive laws, no? Altman is intentionally sabotaging the global electronics supply chain using their existing market dominance to prevent competitors from being able to operate. And, tangentially, I really don't know what world you lived in. The US has arrested civil rights leaders and overthrown countries and went through an entire era of McCarthyism to get here: wh…

Serious question: should the principals of the RAM manufacturers be jailed?

Clarifying because I think the downvoters maybe misunderstood the nature of my question: I meant, in the opinion of the parent commenter should the principals of Samsung etc. be jailed? I wasn’t taking a position myself, just asking what they thought.

Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops

#172

Post by asa400 »

redserk wrote: post #125
asa400 wrote: post #112

Earlier quoted context omitted.

How much RAM should they be allowed to buy? Who should decide that?

Perhaps a quantity below "a single company causes enough of a spike in global demand that it'll have demonstrable impact in nearly every single industry" And usually trade regulators would be the entity to start being concerned. I assume you're on a quest to assert a "let a completely unregulated free market roar" position, but do recognize that global supply issues of critical components have negative market effects…

> I assume you're on a quest to assert a "let a completely unregulated free market roar" position

No. I’m genuinely curious, because I agree with you about how critical these components are. I ask because it doesn’t seem to me like the answers are immediately straightforward and wanted to hear serious replies to those questions.

Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops

#173

Post by LorenDB »

beeflet wrote: post #156
pmdr wrote: post #145

Earlier quoted context omitted.

This is a dystopia no one really thought about. A handful of people anointed to spend borrowed money on a (so far unprofitable) quest to destabilize the world's economy, alienate the working class and make everything we've enjoyed the past 15-20 years a luxury.

a dystopian world in which computer memory is sort of expensive, god save us

"Sort of expensive" doesn't really convey the true state of affairs, i.e. memory prices have jumped 300% or more.

Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops

#174

Post by m4rtink »

Tadpole9181 wrote: post #105
klez wrote: post #65

Earlier quoted context omitted.

One has to hope OpenAI goes bankrupt and they flood the market with used RAM sticks at bargain bin price.

They bought unfinished components and have no ability to finish them. They're now waste just sitting on shelves and by the time we could do this and get them into production lines, they'll be obsoletd by DDR6.

Yeah, that is my main worry - that whatever they ordered is actually unusable for normal people once they go bankrupt, so there is not only nothing to auction of to the creditors, but also nothing to alleviate the shortage in the short term.

Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops

#175

Post by jpgvm »

wmf wrote: post #90
hopelite wrote: post #61

It seems the only thing that could break this is the off chance that the SCOTUS rules that the tariffs are illegal and/or Congress strips the Presidency of the power they gave it in utters incompetence many decades ago. I’m thinking with sufficient pressure by all tech interested people it could become an issue in the midterms and even force Trump to sign agreements not to tariff RAM by Korean producers who could ram…

Tariffs aren't the problem.

They are indirectly.

DDR4 fab capacity should have stayed constant as DDR5 was brought online.

The mechanism that powers that is usually the top tier brands selling their used fab equipment to China who then keep mass producing the legacy DRAM while fabs in Korea are converted to manufacture the new standard.

Instead all of those machines have been warehoused because Korean firms fear US sanctions/punitive tarifs if they were to offload that equipment to China.

So what has happened is DDR4 capacity has actually shrunk massively when it shouldn't have, DDR5 capacity was only barely meeting demand and then huge deals were cut that cornered the market.

Tarifs wouldn't help DDR5 a huge amount but without them DDR4 would be dirt cheap right now.

Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops

#176

Post by andrekandre »

lenerdenator wrote: post #141
sh34r wrote: post #124

Earlier quoted context omitted.

The Sherman Antitrust Act has outlawed abuses of monopsony power since 1890. What we should really be asking is, why did we ever stop jailing wanton criminals like Scam Alt-Man?

Simple: they create value for the right people. Namely, politicians who get their donations, and a generation that, despite not having enough children to grow the economy organically, doesn't want to work any... er... wants to retire. Thus, they invest in retirement and pension funds, who in turn invest the money in businesses to earn a return. Since that return must increase constantly, and organic growth is no long…

  > they invest in retirement and pension funds, who in turn invest the money in businesses to earn a return
maybe not a popular opinion but, this is the original sin imo; putting retirement/pension on the market makes for so many perverse incentives to keep things growing at any cost...

Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops

#177

Post by back_to_basics »

derektank wrote: post #70
acephal wrote: post #49

Altman should be jailed for this. Single-handedly crashing consumer spending in an entire sector of the economy. At the very least for the reason that that was supposed to happen _after_ they had the AI in hand to supplant majority white collar labor, not before.

We’re contemplating jailing people for buying manufactured goods at the market price now?

A gross mischaracterization, really.

1. Said "consumer" is effectively hoarding Supply, and thus distorting the Market. 2. Said "consumer" has no effective means to either Deploy nor Utilize said products as neither the Data Centers nor the Energy required to power them are in existence. 3. Said "consumer" has articulated his belief that the Taxpayer should "backstop" his endeavors in some capacity, as well.

If you don't find this offensive in the least and possibly criminal at worst, then I don't understand your thought process.

Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops

#178

Post by back_to_basics »

hodgehog11 wrote: post #114
derektank wrote: post #70

Earlier quoted context omitted.

We’re contemplating jailing people for buying manufactured goods at the market price now?

As always, it's the intent that matters. For the sake of argument, what if Amazon decided tomorrow that they would secure exclusive contracts with all food suppliers and then hoard all the food to starve out the people they don't want to have it? Or at least, drive up the price of food so it becomes completely unaffordable? I know people can simply grow their own food so it's a bit different, but hopefully it gets th…

"As always, it's the intent that matters."

That's certainly not a universal Legal Standard. If I'm harmed, but you didn't "intend" to harm me, does that nullify my Claim?

Hardly.

Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops

#179

Post by j45 »

esseph wrote: post #8
j45 wrote: post #5

It seems easier to purchase from hardware vendors that have already locked in their prices for RAM.

That will quickly run dry.

That might be just fine - there have been shortages the past few years and recovery again, and if someone is looking for their next device for the next few years it should be possible within reason.

Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops

#180

Post by morgan814 »

andrekandre wrote: post #176
lenerdenator wrote: post #141

Earlier quoted context omitted.

Simple: they create value for the right people. Namely, politicians who get their donations, and a generation that, despite not having enough children to grow the economy organically, doesn't want to work any... er... wants to retire. Thus, they invest in retirement and pension funds, who in turn invest the money in businesses to earn a return. Since that return must increase constantly, and organic growth is no long…

> they invest in retirement and pension funds, who in turn invest the money in businesses to earn a return maybe not a popular opinion but, this is the original sin imo; putting retirement/pension on the market makes for so many perverse incentives to keep things growing at any cost...

Used to be someone had to crack the whip. Now the workers do it to themselves.
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