This is a fairly odd statement given that BOMs are managed in manufacturing systems and for accounting and engineering purposes in multiple different ways. This can be for anything to do with sales data for a client or for guys on the factory floor or for the accountants. There are sales BOMs, manufacturing BOMs procurement BOMs and nested BOMs etc all for different parts of the business process...you would have BOMs within the organisation that were probably nearly 70% etc or those that were 0%!
RAM now represents 35 percent of bill of materials for HP PCs
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Re: RAM now represents 35 percent of bill of materials for HP PCs
#22Earlier quoted context omitted.
Doesn’t the EU have an excellent education system?
> Doesn’t the EU have an excellent education system? Well, the EU has not manufactured a whole lot of chips in the last 30 years, where do you get the people with the professional experience to teach new engineers... Oh you mean you have to import the teachers from South Asia too? /s and it takes what, 5 years at the minimum to train an engineer? France and UK used to produce entire home computers... in the 80's...
Come on, STM, Nordic, Infineon, NXP are all European. There is a bunch of chip-making installations in Dresden, Germany (Global Foundries, Bosch, etc), and there's Intel Fab 34 in Ireland. BTW TSMC is planning to open a production facility in Europe in 2027.
This is not comparable to Taiwan or the Shenzen area, but it's definitely not nothing. Some local expertise exists, even though it may be not the most cutting-edge.
Re: RAM now represents 35 percent of bill of materials for HP PCs
#23Earlier quoted context omitted.
I suspect game development will be similar - game companies will optimize their games given customer cards are not going to be released for a while or will be too expensive.
win win, considering the slop game studios are pushing out these days.
I'm glad we're starting to use the term "slop" for human outputs as well. Especially corporate slop.
Re: RAM now represents 35 percent of bill of materials for HP PCs
#24Maybe this RAMmageddon will trigger a wave of optimized softwares that don't need GBs of memory for anything and everything.
Re: RAM now represents 35 percent of bill of materials for HP PCs
#25I 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.
Re: RAM now represents 35 percent of bill of materials for HP PCs
#26Re: RAM now represents 35 percent of bill of materials for HP PCs
#27Jeez. I'm glad I "splurged" for the 24gb RAM in my macbook air. Should last me a few more years..
The joke is that Apple RAM pricing is now close to market level, they still have margin in there even at market prices, and they are notorious for supply chain management and locking in contracts/prices ahead of time. So doubt Apple will change anything here short term. On the flip side if you're buying a new computer in 2026 - it's going to be even harder to justify not getting a MacBook, the chips are already 2 yea…
Yeah, but the Linux support is still quite poor unfortunately.
I'd buy a mac in a sec otherwise.
Re: RAM now represents 35 percent of bill of materials for HP PCs
#28Re: RAM now represents 35 percent of bill of materials for HP PCs
#29I 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.
Not everyone but a supplier in the Europe would be a massive benefit long after the AI driven demand dies off. It'd free them from dependence on other countries for a critical resource making chips more affordable and the supply more stable which is good because the stability of the rest of the world is already questionable and big shocks are expected in the near future.
Re: RAM now represents 35 percent of bill of materials for HP PCs
#30Earlier quoted context omitted.
win win, considering the slop game studios are pushing out these days.
I'm glad we're starting to use the term "slop" for human outputs as well. Especially corporate slop.
It’s not exactly new. Pig slop is generally random food scraps etc. Big brother used “slop” for their flavorless penalty food long before LLM’s.
Arguably the connotation has changed slightly, but AI slop caught on because it fit so well.