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hopelite 2 days ago

It seems the only thing that could break this is the off chance that the SCOTUS rules that the tariffs are illegal and/or Congress strips the Presidency of the power they gave it in utters incompetence many decades ago.

I’m thinking with sufficient pressure by all tech interested people it could become an issue in the midterms and even force Trump to sign agreements not to tariff RAM by Korean producers who could ramp up production.

Frankly, I wouldn’t even be surprised if we start seeing RAM smuggling. In not sure of drug prices, but would smuggling RAM not be at least just as profitable, especially without the high profile and risk?

Hey! … hey, you! You want to have some fun?

wmf 2 days ago | parent [-]

Tariffs aren't the problem.

jpgvm 2 days ago | parent [-]

They are indirectly.

DDR4 fab capacity should have stayed constant as DDR5 was brought online.

The mechanism that powers that is usually the top tier brands selling their used fab equipment to China who then keep mass producing the legacy DRAM while fabs in Korea are converted to manufacture the new standard.

Instead all of those machines have been warehoused because Korean firms fear US sanctions/punitive tarifs if they were to offload that equipment to China.

So what has happened is DDR4 capacity has actually shrunk massively when it shouldn't have, DDR5 capacity was only barely meeting demand and then huge deals were cut that cornered the market.

Tarifs wouldn't help DDR5 a huge amount but without them DDR4 would be dirt cheap right now.