21–30 of 402 posts
Noticed SSDs went up too. There's a "black friday" sales price for a 4TB crucial external drive that's at its highest price in 90 days. Bad time if you need to build a computer.
People just have to wait. As prices are sky high, production capacity will likely increase. Some AI companies will go bust. Demand will plummet and we will buy RAM for pennies while the market consolidates.
When did a PS5 become a unit of cost? For reference seems to be about 0.002 London buses
Potentially unpopular take: memory manufacturers have been operating on the margins of profitability for quite a while now. Their products are essentially an indistinguishable commodity. Memory from Samsung or Micron or another manufacturer may have slight differences in overclockability, but that matters little to folks who just want a stable system. Hopefully the shortage leads large purchasers to engage in long-te…
But yes we're going to need more fabs for sure
It will be interesting to see the knock on effect of some upcoming consumer electronics; for example Apple was rumored to be working on a cheaper MacBook that uses an iPad CPU, and Valve is working on a SteamOS based gaming machine. Both will likely live/die based on price .
edit: looks like i had the wrong understanding, thanks to the comments below for explaining ~~~~~helps that Apple's SoC has the RAM on the main die itself. They're probably immune from these price hikes, but a lot of the PC/Windows vendors would, which would only make Apple's position even stronger~~~~
If Apple is insulated it is likely because Apple signs big contracts for large supply and manufacturers would prefer to be insulated from short-term demand shocks and have some reliability that their fabs can keep running and producing profitable chips.
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Did Sam Altman buy out all gaming RAM?
It will be interesting to see the knock on effect of some upcoming consumer electronics; for example Apple was rumored to be working on a cheaper MacBook that uses an iPad CPU, and Valve is working on a SteamOS based gaming machine. Both will likely live/die based on price .
edit: looks like i had the wrong understanding, thanks to the comments below for explaining ~~~~~helps that Apple's SoC has the RAM on the main die itself. They're probably immune from these price hikes, but a lot of the PC/Windows vendors would, which would only make Apple's position even stronger~~~~
I bought 32GB of DDR5 SODIMM last year for 108€ on Amazon. The exact same product that I bought back then is now 232€ on Amazon. I don't like this ride.