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
Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing
191–200 of 209 posts
Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing
#192Earlier 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.
Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing
#193Earlier 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.
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
#194Earlier 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.
Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing
#195dumb 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.
Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing
#196Earlier quoted context omitted.
> 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…
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
#197Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing
#198Earlier 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
Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing
#199Earlier quoted context omitted.
I want none of those features in my desktop app
Doesn't your laptop have a touchscreen?
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
#200Earlier 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.
Global economy means global price competition.
Another interesting effect is that industrial countries typically have MUCH lower average salaries.