
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
- Cloudflare cuts 20% of its jobs due to AI, and its stock takes a 19% spill — 1,100 jobs disappearing as company increased usage of AI sixfold over past months
- [Daily Due Diligence] NVDA NVDA
- 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
- White House reportedly considers mandatory government vetting of AI models before release — executive order under discussion
- Ukraine’s new AI-guided laser destroys Shahed suicide drones in seconds from 3.1 miles away — also useful for demining operations, trailer-mounted Tryzub system
Informational only. No financial advice. Do your own research.