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| ▲ | nomel a day ago | parent | next [-] |
| > it's a short-term economic quirk Not with the memory cartel that exists right now. They're more than happy to keep things exactly as they are, with lawsuits flying [1]. [1] https://www.rainintelligence.com/blog/dram-price-fixing-laws... |
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| ▲ | briandw a day ago | parent [-] | | Fabs take a long time to build. The price will come down once the new fabs come on line. It’s expensive because there isn’t enough of it. It’s not a conspiracy, it’s supply and demand. We’ve see this boom and bust cycle again and again. | | |
| ▲ | piva00 a day ago | parent | next [-] | | This cycle might need more competitors, not only more fabs. It's in the interest of three companies to keep supply constrained to raise prices, and they act as a cartel so until the cartel breaks or a competitor grows large enough to have fabs that can make a dent in the demand we will keep seeing high prices. For a relevant competitor to show up takes much longer than building a fab (which is already a long enough endeavour). I'm not that hopeful the price for RAM and other PC parts will come down in any meaningful way for the next 3-5 years. | |
| ▲ | dogleash 14 hours ago | parent | prev [-] | | > It’s not a conspiracy Why does everyone play the game where everything ought to be assumed above-board until someone painstakingly proves otherwise. > To date, five manufacturers have pleaded guilty to their involvement in an international price-fixing conspiracy between July 1, 1998, and June 15, 2002, including Hynix, Infineon, Micron Technology, Samsung, and Elpida. https://en.wikipedia.org/wiki/DRAM_industry_price_fixing We are not the courts. The most reasonable and truth based position is operating with a fuzzy impression that most businesses are substantially more dodgy than their carefully manufactured PR releases are meant to portray themselves as. And in this case, that includes acknowledging that a literal criminal conspiracy in well within the realm of possibility. |
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| ▲ | TheOtherHobbes a day ago | parent | prev | next [-] |
| It could be a medium/long term political quirk, because as long as RAM and GPU prices stay high the BigCos maintain a monopoly on non-trivial AI compute, and personal AI can't happen. I still can't work out if data centre mania is an irrational faddy bandwagon event or a covert socio-political monopolisation strategy. |
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| ▲ | m4rtink 20 hours ago | parent | prev | next [-] |
| Or rather creditors scrapping AI datacenters once all the money burning "AI labs" are finally insolvent & repurposong the hardware into something actually useful for people, possibly on chip level with custom PCBs. |
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| ▲ | john01dav a day ago | parent | prev | next [-] |
| This doesn't imply that it will settle at the same or lower price as before though. |
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| ▲ | a2ff6eeb0 15 hours ago | parent | prev | next [-] |
| Fabs take multiple years to spin up, so expect it to last probably 3 to 5 years. |
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| ▲ | Yizahi 20 hours ago | parent | prev [-] |
| Aaaand, then watch prices continue rising regardless. |
