Jowi Morales is a tech enthusiast with years of experience working in the industry. He\u2019s been writing with several tech publications since 2021, where he\u2019s been interested in tech hardware and consumer electronics. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-25/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } 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.
thesyndrome The article basically said: The poeple who profit the most from the RAM crisis are trying to beg, cajole and threaten anyone who looks to regulate it I hope people remember what SK Hynix, Samsung, and Micron did in the future, I certainly will…. Reply
usertests thesyndrome said: I hope people remember what SK Hynix, Samsung, and Micron did in the future, I certainly will…. All you need to remember is "Buy low, sell (or wait if) high". Getting mad at these companies will do nothing for you. Reply
bit_user thesyndrome said: The article basically said: The poeple who profit the most from the RAM crisis are trying to beg, cajole and threaten anyone who looks to regulate it I hope people remember what SK Hynix, Samsung, and Micron did in the future, I certainly will…. IMO, it's a little bit missing the forest for the trees. I think the Federal Reserve should've seen inflation ticking up and acted sooner to keep it in check. That almost certainly would've helped with memory prices, as well as other areas of the economy being affected by inflation. It's not only memory being affected. Production of logic dies is also starting see price increases, as are a lot of raw materials. Memory is just the worst-affected. Blaming the industry for lobbying against regulation… it's kind of hard to think of a scenario where that wouldn't happen. It's a bit like faulting a wolf for eating your sheep. That's just in its nature. Maybe a better conclusion would be: Hate the game, not the players. That said, if they are found to be guilty of price-fixing, then I certainly wouldn't try to excuse them of such an offense. Reply
bit_user usertests said: All you need to remember is "Buy low, sell (or wait if) high". Getting mad at these companies will do nothing for you. People have a right to be angry about the situation. However, the tendency is to try and find a villain. I don't think memory companies deserve (most of) the blame, here*. * Unless they're found guilty of price fixing. But, even then, I'm sure it's still not responsible for most of the price increases. Reply
usertests bit_user said: People have a right to be angry about the situation. However, the tendency is to try and find a villain. I don't think memory companies deserve (most of) the blame, here*. * Unless they're found guilty of price fixing. But, even then, I'm sure it's still not responsible for most of the price increases. I saw a robust debate about that in the class action lawsuit thread. Seems premature but maybe getting to the discovery stage is the point. OT: iPhone 18 Pro is moving from 64-bit to 96-bit bus. But possibly still using LPDDR5X rather than the obvious LPDDR6. The leak probably dripped out of a 630 GB hack of Apple data/docs. Reply
bit_user usertests said: OT: iPhone 18 Pro is moving from 64-bit to 96-bit bus. But possibly still using LPDDR5X rather than the obvious LPDDR6. The leak probably dripped out of a 630 GB hack of Apple data/docs. Is anything using LPDDR6, yet? Even Nvidia's Vera is still just using LPDDR5X. Though, I guess it would make sense to see LPDDR6 show up in phones, first. As for 96-bit, I mean… for edge AI, yeah. But, that also demands a lot of memory capacity. So, I dunno. A 96-bit interface would at least give them more capacity options. Reply
bit_user Fomdoo said: This what happens when companies have little to no competition. It actually has almost nothing to do with competition. That's like blaming high oil prices on lack of competition, when there are hundreds of oil-producers. In either case, supply is relatively inelastic. So, when demand spikes, the suppliers cannot immediately react and the result is price spikes. BTW, did you know that, even in the past 4 months, US oil producers didn't increase production? It's like with the memory companies, where they wouldn't want to ramp up production, only to face a supply glut right when it comes online, crashing the price. So, most of the missing supply from the middle east got made up for by drawing down strategic petroleum reserves, in the US, China, and elsewhere. So, I guess there's a solution: strategic memory reserve? : D Reply
thestryker TechieTwo said: While I know that consumers are being exploited, unless they are colluting as defined under law, government should not interfere in a free market. It's hardly a free market since memory manufacturers have absolutely gotten government subsidies (and continue to). There's something to be said for a government stepping in when the supply is being so dominated by a single industry it puts other industries at risk. In theory governments are supposed to work for their populace and something tells me most people care about their electricity and car prices significantly more than they do about data center build outs and memory manufacturer profits. At the same time while I would be leery about how most recent US governments would handle this situation I very much don't trust the current one. 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/tech-industry/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/sk-hynix-samsung-micron-among-semiconductor-industry-group-lobbying-against-government-intervention-on-domestic-memory-chip-supply-says-move-would-worsen-situation-suggests-tax-deductions-on-consumer-electronics-instead#main
- https://www.tomshardware.com/subscription
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- Inside the history of DRAM price-fixing lawsuits — how HBM allocations could make a difference after two decades of failed cases
Informational only. No financial advice. Do your own research.