Average DRAM price in USD over last 18 months

Post by AdieuToLogic » Thu, Dec 04, 2025, 4:10 AM UTC

zahlman wrote: post #41

What specifically happened in June to set this off? It can't just be " waves hands AI/LLMs" because ChatGPT has existed for years.

  "Inflation has begun to show the first signs of tariff 
  pass-through," said Ellen Zentner, chief economic 
  strategist at Morgan Stanley Wealth Management. "While 
  services inflation continues to moderate, the acceleration 
  in tariff-exposed goods in June is likely the first of 
  greater price pressures to come. The Fed will want to hold 
  steady as it awaits more data."[0]

Post by wnevets » Thu, Dec 04, 2025, 4:13 AM UTC

chii wrote: post #42

swatcoder wrote: post #16

Earlier quoted context omitted.

Maybe, but from a platform and brand development perspective, there may be smarter strategies. Their interest isn't necessarily in squeezing out the most margin on each unit. If unexpected market conditions let them more or less hit their original margin targets but get far more units installed in homes, that could be much better for them in the long term. There's a lot we can't know as outsiders, at the moment.

> that could be much better for them in the long term. i agree. Valve's money machine is with the steam platform, rather than any hardware sales - breaking even on hardware is sufficient imho. Valve's existential threat is from microsoft closing off windows somehow (or extracting rent...like a store!). Therefore, pushing steam machines which can be run without windows, is both business expansion as well as an insuran…

Post by walterbell » Thu, Dec 04, 2025, 4:16 AM UTC

ctoth wrote: post #50

walterbell wrote: post #39

https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram... On October 1st OpenAI signed two simultaneous deals with Samsung and SK Hynix for 40% of the worlds DRAM supply... the shock wasn’t that OpenAI made a big deal, no, it was that they made two massive deals this big, at the same time, with Samsung and SK Hynix simultaneously! In fact, according to our sources - both companies had no idea how big each other…

> Had Samsung known SK Hynix was about to commit a similar chunk of supply — or vice-versa — the pricing and terms would have likely been different Wouldn't this be ... collusion? Implicitly arguing that the memory oligopoly should have been coordinating is ... quite something. OpenAI may well be doing something anticompetitive by cornering supply to foreclose competitors, but saying "they tricked the suppliers into…

Post by [deleted] » Thu, Dec 04, 2025, 4:22 AM UTC

nick49488171 wrote: post #19

Apple system config upgrades not looking so bad anymore

Post by IAmGraydon » Thu, Dec 04, 2025, 4:25 AM UTC

AdieuToLogic wrote: post #51

zahlman wrote: post #41

What specifically happened in June to set this off? It can't just be " waves hands AI/LLMs" because ChatGPT has existed for years.

> What specifically happened in June to set this off? Tariffs implemented by this administration: "Inflation has begun to show the first signs of tariff pass-through," said Ellen Zentner, chief economic strategist at Morgan Stanley Wealth Management. "While services inflation continues to moderate, the acceleration in tariff-exposed goods in June is likely the first of greater price pressures to come. The Fed will wa…