Jowi Morales Social Links Navigation Contributing Writer Jowi Morales is a tech enthusiast with years of experience working in the industry. He’s been writing with several tech publications since 2021, where he’s been interested in tech hardware and consumer electronics.
Shiznizzle “We don’t see an issue there other than, you know, tightness leads to higher prices, eventually. So, from that perspective, I’m not seeing any impact to our business this year,” If people cannot afford the DDR5 then they certainly wont be buying consumer grade AM5 chips. AMD might now be sitting on a cache of chips they cant sell. At the very least sitting on an R&D investment they might not be getting much return on as people shun the AM5 platform. So for them to say they are not impacted by the DDR price rises is laughable. Consumers now that are on AM4 have a choice to make if they want to move up to AM5. Form out huge sums for sometimes mediocre DDR5 kits, or not. Seeing how the sale of AM4 gear is trending i doubt much that people are buying AM5 anything. So that is the socket done for till at least the zen 6 refresh Reply
Gururu Shiznizzle said: “We don’t see an issue there other than, you know, tightness leads to higher prices, eventually. So, from that perspective, I’m not seeing any impact to our business this year,” If people cannot afford the DDR5 then they certainly wont be buying consumer grade AM5 chips. AMD might now be sitting on a cache of chips they cant sell. At the very least sitting on an R&D investment they might not be getting much return on as people shun the AM5 platform. So for them to say they are not impacted by the DDR price rises is laughable. Consumers now that are on AM4 have a choice to make if they want to move up to AM5. Form out huge sums for sometimes mediocre DDR5 kits, or not. Seeing how the sale of AM4 gear is trending i doubt much that people are buying AM5 anything. So that is the socket done for till at least the zen 6 refresh So they don't have any new tech and are asking everyone to buy the old tech. Reply
cyrusfox Definitely puts a damper on my desire to check out arrow lake refresh (which I was waiting on for the 270k, although I was tempted by insane deals I saw on 265k in the fall). Reply
Notton IDK where the mini-PC makers get their stock from, but there are a ton of amazon and ali express listings for Mini-PCs with Ryzen 3300U, 3500U, 3550H, 5500U, 5825U, 6800H/U, and 7430U. Of which only the 6800H/U couldn't be slapped into an AM4 socket. Reply
Gururu Notton said: IDK where the mini-PC makers get their stock from, but there are a ton of amazon and ali express listings for Mini-PCs with Ryzen 3300U, 3500U, 3550H, 5500U, 5825U, 6800H/U, and 7430U. Of which only the 6800H/U couldn't be slapped into an AM4 socket. There is a lot of memory out there, just not for the consumer. We will of course pay premiums on pre-builts because of the "shortage" and by the time OEMs need to re-order mid 2026, the shortage will be over. Reply
Mindstab Thrull Consumers (myself included) also have a habit of buying more than they need. Does a gaming machine need a 9800X3D with 64GB of memory if you're primarily playing, say, Fortnite? Or for browsing the Internet and watching videos on streaming services? My PC of Theseus currently runs a Ryzen 7600x, 32 GB of DDR5-6000, and a 9060 XT, and could drop down probably two full generations and I wouldn't know the difference. Most of what I play is well over a decade old. We've been spoiled and I think we need to learn to shop smarter. Playing Titan Quest Anniversary Edition doesn't need a 5090. Mindstab Thrull Reply
redgarl AMD is now an AI company, and for them, it doesn't matter much. They know the sector is growing and things will sort itself eventually. Reply
redgarl Gururu said: So they don't have any new tech and are asking everyone to buy the old tech. No, they are saying consumer should make their purchases in consideration of the state of the market. What kind of biased gaslight are you spitting? Sounds like a typical intel fanboy. Reply
SonoraTechnical redgarl said: No, they are saying consumer should make their purchases in consideration of the state of the market. What kind of biased gaslight are you spitting? Sounds like a typical intel fanboy. That's uncalled for… We don't address one another that way on these forums. Back to the topic.. “We don’t see an issue there other than, you know, tightness leads to higher prices, eventually. So, from that perspective, I’m not seeing any impact to our business this year,” That's a tone deaf response. I will not be buying a Ryzen R9-9950X3D2 and a Radeon RX-9070XT if I can't souce 64GB of ram at an affordable price. Or I won't be buying a Ryzen AI 400 Max + if it's included 128GB of ram is cost prohibitive. This was my year to upgrade my x86 station to one of those PCs… They are absolutely affected, becuase I won't be doing that while RAM prices remain high… and no… I won't buy tech from previous years ago. 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/cpus/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/cpus/senior-amd-executive-suggests-consumers-buy-cheap-cpus-to-combat-memory-pricing-squeeze-says-consumers-have-a-wide-assortment-of-choice-available-for-all-kinds-of-price-points#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.