Market pricing assumes neither participant can control prizes. When a big consumer holds shares of a big producer, or they are just not much of either of them, markets can't work (unregulated).
I don’t know, even if data centers need more and more ram in the future, there may eventually be enough production that the consumer needs are just a small skim off the top from that.
Lenovo has an incentive to say prices will never go down. They need to continue selling right now when prices are high, but customers will wait if they have reason to think they'll go lower.
Ram prices will go down if you roll up your sleeves and go in house. If you have the design and engineering department to design/engineer the memory yourself, and if you have enough money to pay for or build the fabs. What are you going to do, going into the future give up and call it a day?
If you want to build new devices or any devices for that matter, are you going sit back and take it, with the Chinese as competitors in this world, what do you think they’re going do? Say we give up?
I am baffled by so many tech people saying you should just, well, take it. With the current situation in the tech world, as they are, this is one of those instances where you have to adapt or die, if you have the design and engineering capabilities in-house, and if you have the money, you have no choice if you want to move forward and build your devices?
Yes, the solutions won’t be instantaneous, the timeline is 2 to 4 years. What would be criminal however is if you do have the resources and the talent in house, would be if you just sit around and do nothing in those 2 to 4 years and you are still be at the same point you are today? At the mercy of the three Headed memory cabal… Now that would be a tragedy.
Why are there only three major memory companies? Because memory is a really hard market for new entrants.
Firstly, IP is heavily patented. CXMT only got around this by using a different manufacturing strategy they bought the patent for from another company.
Secondly, scale and yield is really hard. CXMT’s production costs per unit are higher than the established companies because they’re still struggling with yield. They only made a profit last year because memory is massively overpriced. Most startups do not have the runway to spend a decade improving their yield. CXMT only survived because the Chinese government had an incentive to bankroll them long-term.
Companies like Apple and NVIDIA could get into the memory game for their own needs if they wanted to, but it would take a long time and they’re only incentivized to do so if they think memory will be high forever. If it’s only high for the next 2-3 years it’s not worth it.
Yes, it's like this in every sectoral boom cycle. Prices are always going to go up until they don't and then prices are always going to go down until they don't
That's of course bullshit. Technology is going to advance and in 10 years we will have phones with 256gb of memory and of course it will cost less per gigabyte today otherwise it would be unaffordable.
The current price insanity has got me to reconsider upgrading a few systems. It made me think of what I actually need vs what I want, never a good idea for consumerism.
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[ 2.9 ms ] story [ 33.2 ms ] threadPrices on now obsolete technology never went down either, and what's been obsolete for a long time now is the low-end PC.
If the prices stay the same while the product improves (more per stick and faster), that's what everyone actually wants anyway.
If you want to build new devices or any devices for that matter, are you going sit back and take it, with the Chinese as competitors in this world, what do you think they’re going do? Say we give up?
I am baffled by so many tech people saying you should just, well, take it. With the current situation in the tech world, as they are, this is one of those instances where you have to adapt or die, if you have the design and engineering capabilities in-house, and if you have the money, you have no choice if you want to move forward and build your devices?
Yes, the solutions won’t be instantaneous, the timeline is 2 to 4 years. What would be criminal however is if you do have the resources and the talent in house, would be if you just sit around and do nothing in those 2 to 4 years and you are still be at the same point you are today? At the mercy of the three Headed memory cabal… Now that would be a tragedy.
Firstly, IP is heavily patented. CXMT only got around this by using a different manufacturing strategy they bought the patent for from another company.
Secondly, scale and yield is really hard. CXMT’s production costs per unit are higher than the established companies because they’re still struggling with yield. They only made a profit last year because memory is massively overpriced. Most startups do not have the runway to spend a decade improving their yield. CXMT only survived because the Chinese government had an incentive to bankroll them long-term.
Companies like Apple and NVIDIA could get into the memory game for their own needs if they wanted to, but it would take a long time and they’re only incentivized to do so if they think memory will be high forever. If it’s only high for the next 2-3 years it’s not worth it.