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Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing

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191–200 of 209 posts

Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing

#191
post #152

Earlier quoted context omitted.

Qt Widgets are good.

No, they suck. No swiping, no pull-to-refresh, no multitouch zoom, the calendars dropdowns are horrible to use, the buttons look like something out of Windows 3.1

The good thing about Qt: if you don't like the calendar dropdowns, just build your own and customize it.

Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing

#192
post #188

Earlier quoted context omitted.

>Apple, Google etc. are all possible because they server billions of people, not just 350M Most of their revenue comes from America. Not all countries have the same profit margin per user.

Not true, less than half of Apple’s revenue is from US, %42 last year. Europe is %26, China %16.

Apple would still be a viable business if it made 42% of what it currently makes.

Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing

#193
post #188

Earlier quoted context omitted.

Not true, less than half of Apple’s revenue is from US, %42 last year. Europe is %26, China %16.

Apple would still be a viable business if it made 42% of what it currently makes.

Apple is amazing company and has amazing abilities, it's just that it doesn't have its own production ability and its %60 dependent on non-US consumer base. It will have to start producing its own products at %60 reduced market in the case of the hypothetical collapse of the global trade and supply chains.

So, even if Apple can eventually be fine is it going to be $4T fine?

Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing

#194

Earlier quoted context omitted.

They're running a business not a charity. Their job is to manufacture what the market as a whole demands. If they can make more money making HBM than DDR4 then they have to make HBM. Why would a business go out of its way to make less money?

1. The AI bubble is an insane distortion and the gravy train isn’t going to last forever. Betting the farm on everlasting datacenter demand is myopic. 2. In a healthy, competitive market there would be smaller manufacturers that’d be happy to take up the big guys’ discarded business.

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Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing

#195
post #140
post #103

dumb peripheral question: memory as a circuit would seems easy to add directly on-chip for a company like Apple. Is that blocked by time-frame, IP, technology, cost?

Logic gates and memory bits have very different fabrication processes (mostly because DRAM is optimized for a high density of big capacitors doing the storage). You can put some memory on the logic wafer (SRAM) but it's area inefficient, which is wasteful on your expensive N2 wafer. So a dedicated DRAM process is vastly cheaper per bit, even at current elevated prices.

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Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing

#196
post #170

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> You'll have to create a case that harm is taking place. Harm does not mean a PlayStation 5 is now $200 more expensive or that inflation exists. "Things cost more because of collusion" is always a harm. It doesn't matter if the product is maize or gold-plated haute couture, competitors are supposed to compete. The question is, what's the best way to tell the difference between tacit collusion and just normal supply…

>1) net margins have been high for e.g. 3 years That breaks down for industries with long investment cycles. It takes years to build a fab, so the fact that DRAM prices have been high for 1-2 years isn't too suspicious, considering they've been burned by boom and bust cycles before. >Notice that this works for everything. Even if you're making luxury goods, the price may be high, but so are production costs, and ther…

> That breaks down for industries with long investment cycles. It takes years to build a fab, so the fact that DRAM prices have been high for 1-2 years isn't too suspicious, considering they've been burned by boom and bust cycles before.

Indeed, it takes around 3 years to build a fab, which is why it's not weird to see this at 1-2 years. And meanwhile not only are the incumbents building more fabs, so are the challengers. CXMT and Nanya are both building fabs too. Because that's what's expected to happen when prices go up in the absence of collusion, you get more supply and new entrants.

> People don't pay $10k+ for a Hermes bag because they want something that carries stuff 100% (or even 1%) better than a normal bag. They're buying it for the brand image/history.

You're talking about Veblen goods in particular, not luxury goods in general. Veblen goods are bonkers, but they also don't fail the test, because then there will be plenty of other companies offering similar products at lower margins without the brand name, and then you don't have an industry you suspect of collusion over everyone having suspiciously high margins because many of them don't.

Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing

#197

Earlier quoted context omitted.

It's true that markets have no need to be rational, but everything has an end and it's usually sooner than anybody ever expects.

People have been saying AI is a bubble for at least a year now and, unfortunately, it still hasn't collapsed.

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Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing

#198
post #152

Earlier quoted context omitted.

No, they suck. No swiping, no pull-to-refresh, no multitouch zoom, the calendars dropdowns are horrible to use, the buttons look like something out of Windows 3.1

I want none of those features in my desktop app

Doesn't your laptop have a touchscreen?

Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing

#199

Earlier quoted context omitted.

I want none of those features in my desktop app

Doesn't your laptop have a touchscreen?

No, it doesn't. Most workstation replacement laptops (notably including MacBooks) don't have touchscreens.

While things may be different now, Windows 8 got panned for trying to put touch elements into a desktop UI. Windows 10 and 11 would abandon that approach.

Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing

#200
post #188

Earlier quoted context omitted.

Not true, less than half of Apple’s revenue is from US, %42 last year. Europe is %26, China %16.

Apple would still be a viable business if it made 42% of what it currently makes.

Yes! But the point here is that producing apple products in the US would probably turn that 1000 dollar toy into 3000 dollar toy, which would in turn result in the sales going down as well.

Global economy means global price competition.

Another interesting effect is that industrial countries typically have MUCH lower average salaries.

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