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The memory shortage is causing a repricing of consumer electronics

davidoks.blog

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Re: The memory shortage is causing a repricing of consumer electronics

#651

Post by hackyhacky »

ivewonyoung wrote: post #594
hackyhacky wrote: post #544

Earlier quoted context omitted.

All well and good but you still haven't addressed my point which is that China's reduction of poverty is due to its central control of wages, construction, and capital. https://news.ycombinator.com/item?id=48236489

They had "central control of wages, construction, and capital" to a much higher degree before they started becoming capitalistic in 1976 and the poverty levels were much much worse and not going down. They only started going down once they embraced capitalism and started allowing private companies.

That is consistent with my earlier statement: capitalism creates wealth, but you need another system to distribute it fairly. It's crazy to think that capitalism alone will "raise all boats" when this has been shown to be untrue.

Re: The memory shortage is causing a repricing of consumer electronics

#652

Post by hackyhacky »

CamperBob2 wrote: post #564
hackyhacky wrote: post #544

Earlier quoted context omitted.

All well and good but you still haven't addressed my point which is that China's reduction of poverty is due to its central control of wages, construction, and capital. https://news.ycombinator.com/item?id=48236489

An assertion made without evidence can be dismissed without evidence.

Here is evidence. https://www.worldfinance.com/strategy/china-the-land-of-less...

Re: The memory shortage is causing a repricing of consumer electronics

#653

Post by shdh »

fittingopposite wrote: post #316

Like Taleb says: "I've never seen a shortage not followed by a glut." Just wondering when this time is and got how long end consumers should wait for prices to fall again strongly.

Then China needs to ramp up DRAM production, because the big three won't in a significant enough fashion to bring the glut

Re: The memory shortage is causing a repricing of consumer electronics

#654

Post by shdh »

DeathArrow wrote: post #328

>All of which is to say: things are going to get a lot worse before they get better. I have a 14900KS, a CPU from 2 years ago and is still amongst the strongest in benchmarks like Cinebench. And 128 GB DDR4 RAM. I feel like I can wait a few more years to upgrade.

Same, I have 128GB of DDR, a 3090, and 5950x

I was about to upgrade earlier 2025 but then held off, guess I shoulda just pulled the trigger

Re: The memory shortage is causing a repricing of consumer electronics

#655

Post by coldtea »

nickpp wrote: post #363
yuriks wrote: post #215

Earlier quoted context omitted.

Health care, education and housing have been getting worse and more expensive in the US over the decade also. Must be all that nationalization.

> Must be all that nationalization. No, it’s the regulations. In less regulated, freer markets like vision correction eye surgery the costs went down and quality up. Even in health care.

You mean in places where every random without a degree can perform eye surgery, and doesn't matter if one in 5 customers go blind from it? Yes, that sure drops the prices.

But they're way cheaper than the US in heavily and properly regulated health markets too.

Re: The memory shortage is causing a repricing of consumer electronics

#656

Post by fittingopposite »

shdh wrote: post #653
fittingopposite wrote: post #316

Like Taleb says: "I've never seen a shortage not followed by a glut." Just wondering when this time is and got how long end consumers should wait for prices to fall again strongly.

Then China needs to ramp up DRAM production, because the big three won't in a significant enough fashion to bring the glut

No it's not about interesting supply. The logic is that the demand will just plummet when the general economic situation turns because we have over provisioned the datacenters

Re: The memory shortage is causing a repricing of consumer electronics

#657

Post by bob_theslob646 »

pjdesno wrote: post #427

Jatin Malek on Twitter had perhaps the best explanation of the DRAM crunch: "The reason why RAM has become four times more expensive is that a huge amount of RAM that has not yet been produced was purchased with non-existent money to be installed in GPUs that also have not yet been produced, in order to place them in data centers that have not yet been built, powered by infrastructure that may never appear, to satisf…

Can you link to this?

Re: The memory shortage is causing a repricing of consumer electronics

#658

Post by nottorp »

CrimsonCape wrote: post #568
nottorp wrote: post #284

Earlier quoted context omitted.

Also 12 processes right now on my mac for some reason. It's haaard to do state machines.

Can you shed more light on this? You are saying that more processes help avoid figuring out correct state logic? Howso?

This is not HPC, they don't need to 100% use all cores.

If they knew how to do a state machine, a glorified chat app needs how many threads? Maybe 4: UI, network, audio, video. And the last 2 are only needed during calls.

They have 12 just because they don't know to do better.

Btw with teams (the application) off there's a com.microsoft.teams2.agent there anyway. What's it for, spyware?

Re: The memory shortage is causing a repricing of consumer electronics

#659

Post by lmz »

zargon wrote: post #640
lmz wrote: post #632

Earlier quoted context omitted.

If they're screwed either way then the rational solution is to bank the extra cash. Then at least they would have cash at the end of it. If they are production constrained how would reducing profits help in any way?

We wouldn't be switching to Chinese manufactured memory if Korean & US memory wasn't exorbitantly priced. They're forcing the switch.

It's a capacity constraint. It's either consumers switch or the HBM buyers switch and I know which one I'd prioritize.

Re: The memory shortage is causing a repricing of consumer electronics

#660

Post by ivewonyoung »

hackyhacky wrote: post #652
CamperBob2 wrote: post #564

Earlier quoted context omitted.

An assertion made without evidence can be dismissed without evidence.

Here is evidence. https://www.worldfinance.com/strategy/china-the-land-of-less...

State owned enterprises != private companies. Even in the US, govt salaries for higher ups are asymptotically low compared to private companies.
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