• hark@lemmy.world
    link
    fedilink
    English
    arrow-up
    10
    ·
    12 hours ago

    Just need to sign a few more multi-billion contracts of massive data centers that will totally get built out.

    • mlg@lemmy.world
      link
      fedilink
      English
      arrow-up
      8
      ·
      11 hours ago

      Ali express but the prices end up being the same because the demand is still to high for China to match the supply.

      I think they’re a bit cheaper if you buy within China, but globally it ends up being better to pick a good OEM with proper warranty.

      • Flatfire@lemmy.ca
        link
        fedilink
        English
        arrow-up
        5
        ·
        12 hours ago

        They’re actively producing DDR4 and 5, with Corsair notably having purchased supply from CXMT for use in their Vengance line, just not for North American distribution

  • Baguette@lemmy.blahaj.zone
    link
    fedilink
    English
    arrow-up
    24
    ·
    15 hours ago

    Truly hate this timeline

    I’ve been looking at used PCs and usually those are just missing the gpu, but now I’ve been seeing no RAM and no SSD. At least with the gpu only being missing it was semi functional if there was integrated graphics, but now you are just basically buying a brick until you can get 3 components that cost 400 or so USD

    • Ilovethebomb@sh.itjust.works
      link
      fedilink
      English
      arrow-up
      2
      ·
      10 hours ago

      Honestly, what’s the point in selling the machine at all at that point. Clearly those components are worth more out of the machine than in.

    • Random Dent@lemmy.ml
      link
      fedilink
      English
      arrow-up
      3
      ·
      12 hours ago

      I started building a RAID before the prices of hard drives popped off, so I got the enclosure and one drive, I was going to buy the other drives when I had some spare cash. Now a single 8tb HDD (not even solid state!) is $450 CAD and there’s no way I can spend $1350 to finish this thing so it’s just sitting there.

      • HereIAm@lemmy.world
        link
        fedilink
        English
        arrow-up
        1
        ·
        2 hours ago

        I had the exact same plan, luckily I had a couple of other 1TB drives lying around I’ve made a RAID from. but i took a screenshot of the drives I wanted when I bought my first 4TB drive, and then I looked at them again 11 months later…

        Lower price is from 06/25 and the other is 05/26.

  • Kokesh@lemmy.world
    link
    fedilink
    English
    arrow-up
    4
    ·
    13 hours ago

    I guess we should dog in and wait for the AI to come crashing down and all kinds of memory stuff going way down.

    • cardfire@sh.itjust.works
      link
      fedilink
      English
      arrow-up
      4
      ·
      9 hours ago

      My friend, I’m sorry to tell you… That’s not how this is going to go.

      After the crash, no matter how you shake it, three truths will be standing between you and affordable ram at home.

      1. None of the backlog of product that had been fabricated will be useful and adaptable for Consumer equipment. They can’t just repackage any of the HBM products to fit in our computers.

      2. Every ram MA ufactufer will suddenly be facing a cash flow problem as their principal (and in some cases, ONLY) accounts receivable will be dodging them and checks won’t clear.

      3. All of the equipment thst MA ufacteres the memory chips will need to be retooled and all of the supply chain paths to packagers and Distributors will need to be spun up and rebuilt.

      All of this hurts the memory pricing we pay at the end of the line.

  • Encrypt-Keeper@lemmy.world
    link
    fedilink
    English
    arrow-up
    4
    ·
    13 hours ago

    Hetzner just raised their VPS prices for the second time in two months, 300-400%. Not sure how much more of this I can bear lol

  • anon_8675309@lemmy.world
    link
    fedilink
    English
    arrow-up
    11
    ·
    17 hours ago

    Then micron is going to lose money as they have been getting businesses to lock in for 5 years.

    Yeah, I’m not sure they’re going to go up that far into the future.

    That is potentially 100s of millions that Micron left on the table.

    Who does that?

  • Prove_your_argument@piefed.social
    cake
    link
    fedilink
    English
    arrow-up
    31
    arrow-down
    1
    ·
    20 hours ago

    Like one of the guys says in the comments, highly unlikely. We’re already seeing some downward pressure on prices the past couple of months. The market simply does not support another 90% of hikes (between this guy’s Q3 and Q4 predictions)

    Chinese brands are still producing and still adding supply to the global supply chain. Countries that can utilize chinese ram will buy them because they are cheaper, and they will keep producing more because they still can get a price premium from all the pent up demand.

    Still gonna be a few years before prices come back down, but i’ll be amazed if we see much more of an increase.

    • sobchak@programming.dev
      link
      fedilink
      English
      arrow-up
      7
      ·
      12 hours ago

      We’re probably seeing demand destruction. I’m curious if the thin-client thing that a lot of these companies seem to want will actually take off. I’ve also been noticing a lot of “cyberdeck” and retro handheld stuff lately; I wonder if that’s related.

      • GoatSynagogue@lemmy.world
        link
        fedilink
        English
        arrow-up
        6
        ·
        11 hours ago

        Retro handhelds have been increasing their prices due to the shortages every month or so. Since they don’t build in massive numbers they’re some of the most affected.

  • fodor@lemmy.zip
    link
    fedilink
    English
    arrow-up
    86
    arrow-down
    1
    ·
    1 day ago

    Right right, great timing with the class action lawsuit.

    • tias@discuss.tchncs.de
      link
      fedilink
      English
      arrow-up
      21
      arrow-down
      2
      ·
      1 day ago

      If you’re going to measure demand in a way that makes sense for a demand vs supply formula, you must do it in a way that’s independent of the price.

      Prices are increasing because demand is high, and supply is not keeping up.

      • Neshura@bookwyr.me
        link
        fedilink
        English
        arrow-up
        24
        ·
        23 hours ago

        I wouldn’t say demand is high I would say demand is glitched and infinite. The AI bubble has gotten to such a scale where all the existing parts are already sold but even further they have sold parts that don’t even exist yet for datacenters which haven’t even started construction yet in order to satisfy a projected demand curve the sales people dreamed up in order to somehow promise a slight profitability of this entire mess.

        • hayvan@piefed.world
          link
          fedilink
          English
          arrow-up
          6
          ·
          22 hours ago

          Also most consumer demand indirect. Few people buy RAM sticks but a lot of people buy laptops, tablets, smartphones, TVs, consoles, cars, fridges, toasters etc.

    • Chaf@slrpnk.net
      link
      fedilink
      English
      arrow-up
      4
      ·
      11 hours ago

      Hell yeah, another fellow user of DDR3. It’ll live forever!

      I don’t really see a reason to upgrade, my i5 from 2009 is still running fine. Damn, now that I’m writing it out, that does sound old

    • forkDestroyer@infosec.pub
      link
      fedilink
      English
      arrow-up
      20
      ·
      1 day ago

      Legit thinking of selling RAM sticks to rich people so that I can pay rent a bit easier lol (not actually loling)

      • ThePantser@sh.itjust.works
        link
        fedilink
        English
        arrow-up
        8
        ·
        22 hours ago

        Is RAM finally worth more than a kidney? I have two of those but I have 4 32GB ram sticks, can I keep my kidneys when I need to pay my bills?

      • EarlOfSam@quokk.au
        link
        fedilink
        English
        arrow-up
        4
        ·
        22 hours ago

        You and I, friend.

        We’ll recycle A pile of scrapped computers and we’ll be in Belize by winter!

        🏝️🍹

      • als@lemmy.blahaj.zone
        link
        fedilink
        English
        arrow-up
        7
        ·
        17 hours ago

        They were grouping together to all raise prices at once. If everyone who sold food suddenly raised their costs together, would it be fair? There’d be consumers to buy it. Basic economics!

        Just because people would pay more for something, doesn’t mean they should have to

        • garbage_world@lemmy.world
          link
          fedilink
          English
          arrow-up
          3
          arrow-down
          5
          ·
          17 hours ago

          We don’t know, but we have another explanation: consumers went to buy from all three memory manufacturers at once, offering the same, high price.

          • als@lemmy.blahaj.zone
            link
            fedilink
            English
            arrow-up
            5
            arrow-down
            1
            ·
            17 hours ago

            The problem lies in 3 companies owning a monopoly on dram production and all conspiring together to make things shit for everyone who isn’t them

              • boonhet@sopuli.xyz
                link
                fedilink
                English
                arrow-up
                1
                ·
                11 hours ago

                They very much can when they’ve been proven to collude to keep prices up.

                If any one of them started making more RAM, they’d make a lot more profit than the other two. If all 3 did, they’d all still make a bunch of profit, but not as much as right now. They have an agreement that nobody ramps up RAM production so everyone gets to keep super high margins.

                In the past they’ve literally agreed upon a target price to keep…

            • garbage_world@lemmy.world
              link
              fedilink
              English
              arrow-up
              2
              arrow-down
              4
              ·
              17 hours ago

              The problem is the fact demand is higher than supply, which memory manufacturers are trying to solve.

              If they’re competing with each other, which they are, it’s not a monopoly.

  • Anonymous_Leaker@lemmy.world
    link
    fedilink
    English
    arrow-up
    11
    ·
    23 hours ago

    I’m glad I saved the 120gb of old DDR3 ram, that is in a server. No way I am buying that new shit. Even used is expensive.