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Samsung's 60% DRAM price hike signals a new phase of global memory tightening

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Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#431

Post by refurb »

octoberfranklin wrote: post #298
refurb wrote: post #153

Earlier quoted context omitted.

> If a big company and a few small companies all have identical costs for producing a product, society is better served by having it produced by the few small companies than the one big company. How so? Costs will be higher with multiple small products, resulting in higher costs for customers. That's the opposite of "society is served better". We draw the line at monopolies, which makes sense.

> > all have identical costs > Costs will be higher Read it again, please.

We know large companies have volume efficiency, so it’s not a realistic scenario.

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#432

Post by grgr8 »

barrkel wrote: post #252
sbarre wrote: post #6

I'm so mad about this, I need DDR5 for a new mini-PC I bought and prices have literally gone up by 2.5x.. 128GB used to be 400$ in June, and now it's over $1,000 for the same 2x64GB set.. I have no idea if/when prices will come back down but it sucks.

I guess I lucked out. I bought a 768GB workstation (with 9995wx CPU and rtx 6000 Pro Blackwell GPU) in August. 96GB modules were better value than 128GB. That build would be a good bit pricier today looks like.

what's your usecase for such a build?

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#433

Post by scotty79 »

xpe wrote: post #417
scotty79 wrote: post #401

Earlier quoted context omitted.

There almost never are any markets within any single company. Which makes internals of any company a planned "economy".

I’ve worked at many companies with market mechanisms of sorts in play enough to matter. As one example, product lines that do better (as evidenced by market feedback) get more clout and revenue and command more influence. As another, there are a wide variety of ad-hoc teams that form not because of hierarchy but because people have learned who they like working with and have seen results with. These are closer to mar…

> one example, product lines that do better (as evidenced by market feedback) get more clout and revenue and command more influence.

You describe politics not market economy. It was fully present in communist, state wide, planned economies.

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#434

Post by mk89 »

ryandrake wrote: post #308
mk89 wrote: post #184

Earlier quoted context omitted.

> They're not sitting down and deriving from first principles that AI is the way--they're seeing their buddies steering other companies and they're all saying AI is the way, so they say AI is the way, too. I think you're underestimating a bit. We must implement AI because they were able to sell it so good that they got billion $ investors (see all the money coming from Qatar/saudi arabia etc). That's a lot of money c…

But that thing they all were peddling and getting investors over could be anything ! For a while it was "blockchain." Everyone had to do blockchain because everyone was doing blockchain, and investors were giving you money if you say blockchain. I wonder what it will be once the AI bubble bursts. I swear that every 5-10 years, corporate CEOs all get together in a secret meeting where they all agree on the next buzzwo…

You have to be honest, though, and admit that ChatGPT/LLMs are usable/used by literally everyone. Crypto is still perceived as a way to fund criminality. Not comparable to be honest.

It "could be anything", but the current AI trends/updates are really impressive. This is why they are investing.

If we reach a limit in the next 5 years, so be it. But it's driving and pushing for a paradigm shift in the way things work - search, coding, tooling, etc. It touches almost anything people do, not a specific group of people, but society as a whole.

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#435

Post by wat10000 »

Ray20 wrote: post #428
1718627440 wrote: post #363

Earlier quoted context omitted.

> A centralized authority capable of so severely restricting the economic freedom of the most powerful people implies a far greater concentration of power Yes. That's the idea. Make the largest concentration of power an elected body auditable by the commons and whose actions are formalized by a bunch of rules, that they can choose, but still need to stick to.

> largest concentration of power an elected body auditable by the commons So, billionaires are bad because they can use their money to enter into voluntary deals with other people, which can lead to them achieving goals we don't like. Therefore, we create a single point of concentration of power with totalitarian control and dictatorial powers, that can take resources from people they don't like and give those resour…

Gotta love libertarian thinking. In a society where survival requires participating in the economy, transacting with a billionaire is “voluntary.” Paying taxes on vast wealth you chose to accumulate, leaving you merely fabulously rich instead of wealthy beyond comprehension, is “involuntary.”

What matters to power is people, not places. Having power concentrated in one place, made up of hundreds of people who are elected and can be replaced, is fine. Having power concentrated in one or a few people is where things go wrong.

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#436

Post by blackqueeriroh »

shevy-java wrote: post #286
ifwinterco wrote: post #270

Earlier quoted context omitted.

Even if AI stuff does really need DDR5, there must be lots of other applications that would ideally use DDR5 but can make do with DDR3/4 if there's a big difference in price

I mean, AI is currently hyped, so the most natural and logical assumption is that AI drives these prices up primarily. We need compensation from those AI corporations. They cost us too much.

It is still an assumption.

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#437

Post by blackqueeriroh »

justin66 wrote: post #319
lukeschlather wrote: post #317

Earlier quoted context omitted.

The pop culture perception of AI just being image and text generators is incorrect. AI is many things, they all need tons of RAM. Google is rolling out self-driving taxis in more and more cities for instance.

Congrats on engaging with the facetious part of my comment, but I think the question still stands: do you think the current level of AI-driven data center demand will continue indefinitely? I feel like the question of how many computers are needed to steer a bunch of self-driving taxis probably has an answer, and I bet it's not anything even remotely close to what would justify a decade's worth of maximum investment…

A decade is far from indefinitely.

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#438

Post by [deleted] »

blackqueeriroh wrote: post #437
justin66 wrote: post #319

Earlier quoted context omitted.

Congrats on engaging with the facetious part of my comment, but I think the question still stands: do you think the current level of AI-driven data center demand will continue indefinitely? I feel like the question of how many computers are needed to steer a bunch of self-driving taxis probably has an answer, and I bet it's not anything even remotely close to what would justify a decade's worth of maximum investment…

A decade is far from indefinitely.

[deleted]

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#439

Post by [deleted] »

blackqueeriroh wrote: post #437
justin66 wrote: post #319

Earlier quoted context omitted.

Congrats on engaging with the facetious part of my comment, but I think the question still stands: do you think the current level of AI-driven data center demand will continue indefinitely? I feel like the question of how many computers are needed to steer a bunch of self-driving taxis probably has an answer, and I bet it's not anything even remotely close to what would justify a decade's worth of maximum investment…

A decade is far from indefinitely.

[deleted]

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#440

Post by autoexec »

ddoeth wrote: post #427
autoexec wrote: post #384

Earlier quoted context omitted.

Try living like I do. I currently have 1,838 tabs open across 9 different windows. On second thought, maybe don't live like I do...

Why do you need all of these tabs open? How do you find what you need?

I likely don't need all the tabs. Some were opened only because they might be useful or interesting. Others get opened because they cover something I want to dig into further later on, but in this case it's the buildup of multiple crash>restore cycles. Eventually I'll get to each tab and close it or save the URL separately until it's back to 0, but even in that process new tabs/windows get opened so it can take time.
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