bigdragon The price of 64GB RAM put me off from buying a new motherboard and CPU this year. GPU prices are also getting more and more ridiculous. The current rigs will just have to keep going as is. We really need more competition in the RAM and GPU industries. Reply
LordVile Doesn’t help motherboards have gotten stupid too over the last 10 years. The Z170 Maximus Hero was under £200 at launch, the Z890 Maximus Hero has an MSRP just shy of £700. Reply
Eximo LordVile said: Doesn’t help motherboards have gotten stupid too over the last 10 years. The Z170 Maximus Hero was under £200 at launch, the Z890 Maximus Hero has an MSRP just shy of £700. More of a market segmentation, brand expansions thing there I think. ASUS Strix series kind of took over the middle from the low end Maximus line. Those brands kicked off for 200 and 300 series boards. They went all out on the Maximus brand the last few years. non branded, Prime, Pro, Maximus now Prime, Pro, TUF, Strix, ProArt, Maximus (not actually sure where MaxGaming fits in. I think those are the boards they sell mostly with OEM gaming builds?) Still only Z890 Hero is only 420 right now. That is the price for those people who buy it at launch. Reply
LordVile Eximo said: More of a market segmentation, brand expansions thing there I think. ASUS Strix series kind of took over the middle from the low end Maximus line. Those brands kicked off for 200 and 300 series boards. They went all out on the Maximus brand the last few years. non branded, Prime, Pro, Maximus now Prime, Pro, TUF, Strix, ProArt, Maximus (not actually sure where MaxGaming fits in. I think those are the boards they sell mostly with OEM gaming builds?) Still only Z890 Hero is only 420 right now. That is the price for those people who buy it at launch. Issue is there’s about 5 Maximus boards and the hero is the cheapest one. They haven’t just expanded the brands they’ve pushed them all up in price. Reply
ezst036 I don't expect it to happen, but I would hope this desktop motherboard sales collapse would force these companies to look into other similar markets, such as moving into "completely-from-scratch" DIY laptops. Reply
usertests ezst036 said: I don't expect it to happen, but I would hope this desktop motherboard sales collapse would force these companies to look into other similar markets, such as moving into "completely-from-scratch" DIY laptops. You think consumers not buying motherboards will shift over to expensive niche laptops? Maybe we'll see MODT boards gain traction. Reply
Kindaian The problem is not competition. The problem is raw production output after the rich bros burn other people money buying all existing products in the market. From what I'm seeing, my next computer is 2 or 3 years in the future. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/motherboards/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/motherboards/motherboard-sales-collapse-by-more-than-25-percent-as-chipmakers-strangle-enthusiast-pc-market-to-build-more-ai-chips-asus-projected-to-sell-5-million-fewer-boards-in-2025-gigabyte-msi-and-asrock-also-expected-to-see-reduced-sales-numbers#main
- https://www.tomshardware.com/subscription
- Apple reportedly strikes deal for Intel to make some of its chips — two tech giants reached a preliminary agreement for Intel to make processors for Cupertino
- Into the Omniverse: Manufacturing’s Simulation-First Era Has Arrived
- AMD announces MI350P PCIe AI accelerator card with 144GB of HBM3E — roughly 40% faster in FP16 and FP8 theoretical compute compared to Nvidia's H200 NVL competi
- Denmark presses pause on new data center grid connections as total requests hit 60 GW — Nordic nation is the latest to put the brakes on AI buildouts
- SpaceX files for $55 billion semiconductor fab in rural Texas for Musk's Terafab — total chipmaking fab investment could reach $119 billion
Informational only. No financial advice. Do your own research.