| ▲ | dygd 8 hours ago |
| It feels different this time. I bet there will be a generation of PC enthusiasts that are going to remember Crucial exiting the consumer market to chase AI dollars. And similar, when they hear Micron/Samsung/Sk Hynix, they'd be wary of the price gouging. Gamer's Nexus is doing really good job exposing the DRAM cartel. https://www.youtube.com/watch?v=jVzeHTlWIDY |
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| ▲ | cm2187 8 hours ago | parent | next [-] |
| PC enthusiasts aren't exactly sentimental when in front of a spec sheet and a price list. Plus where else are you going to go. All manufacturers are hiking up their margin if you believe their stock prices. |
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| ▲ | erebearalte 6 hours ago | parent | next [-] | | If the gaming community is any indication (nvidia, lootboxes and gatcha mechanics, pre-ordering etc.), most people won't care and will be just happy that prices are down again and FOMO will win. | |
| ▲ | LoganDark 7 hours ago | parent | prev [-] | | Hey, I'm a PC enthusiast and I'm sentimental about Crucial exiting. They made some of the best memory and flash storage, and they didn't market it stupidly -- they were just reliable and dependable and that was it. They also didn't try to hide their components by packaging it into some flashy shell, which I incredibly appreciated. Of course, I've been going more TEAMGROUP lately anyway, but Crucial was tried and true, and now it's dead. It lives with some of the other things I'm grieving due to the AI boom, like Apple's car project. |
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| ▲ | zarzavat 8 hours ago | parent | prev | next [-] |
| What are they going to do about it? Start their own DRAM fab? |
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| ▲ | willis936 8 hours ago | parent [-] | | With blackjack and hookers. In all seriousness, the payoff of a real competitor not in the cartel entering at some time in the next five years would be huge. They would have business through the busts because people would go to them first. The challenge will be fighting corruption every step along the way. They would have to keep a sharp legal team on staff for all the litigating necessary to defend against anti-competitive practices and even then would only succeed in a legal and political environment accepting of anti-corruption enforcement. |
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| ▲ | polski-g 3 hours ago | parent | prev [-] |
| Those are literally the only 3 DRAM manufacturers left; all the other ones left the market over the past 15 years because the margin was too low. Just don't buy consumer electronics for the next 3 years. You might even be able to buy a non-smart TV in the near future because of RAM prices! |