>Qualcomm is raising phone chip prices starting September 1st>Chinese CXMT DRAM doesn't look like the budget savior many were expecting — new modules enter the market, but prices still track the big three>Apple CEO Tim Cook says the company is fighting 'a hundred-year flood' on memory pricing — expects to pay even more for memory in September following recent price hikes>DRAM chip supply to module makers could drop by more than 70% year-on-year in 2027, says Apacer CEO — demand for HBM and server RAM continues to devour manufacturing capacity>Memory Shortages Have Destroyed The Consumer Segment As DRAM Prices Surge By Up To 89% In Q2 2026https://yewtu.be/watch?v=WxUBCrr4CdEWhat went wrong?
thank god I have all the ram and ssds I need for the next five years
>>109430030>—>hates AI yet uses AI to write a postcurious.
>>109430030they mad
>>109430134>"You made a pretend fake gay ass video to shill your sponsor and merch. How dare you! This was a complete lie"
>>109430051This. I bought a 4TB 990 Pro late last year just to have. Also got an M5 Pro MBP on sale for $1999 the morning price hikes were announced. By end of day same laptop was $2649.Would love it if this killed Web frameworks and moved things back to native UI to save on RAM.
>>109430030I don't know what Linus said specifically, but the prices will come back down. The the FUD on this is so intense it seems almost manufactured. If you actually stop slopgobbling up marketing directly from those who stand to benefit, and blackrock owned entities, the picture is more nuanced. You have JEDEC veterans and ex CEOs and others saying that end of 2027, 28, maybe 29 we will start seeing a price drop. Either way the consumer tail will probably be long because of pent up demand. It's the perfect time to sell your shit and touch some grass.All the companies who has to buy RAM and then sell something, are probably trying to target a point in time where their product will hit a sweet spot of becoming a good deal relative to the DYI consumer market. So take the Xbox release and then add a year. There's also a lot of reasons why this is a good thing for the DYI consumer segment, but advantages are probably 5 years out.
>>109431254>I don't know what Linus said specifically, but the prices will come back down.Yeah, when either people stop buying at the obscene prices, or when the AI bubble bursts.Until one of those two things happens it's only UP UP UP.
>>109430134Will he apologize or quietly delete the video and pretend it never happened?
>>109430066this is all happening due to central banking/money printingnot capitalism
>>109431276he doubled down a few weeks ago on WAN show
>>109430030I bet every old-ass Snapdragon phone already in the retail channel will double in price despite being completely unrelated to future their manufacturing.
>>109430066Just glad I boughted last year, people buying after the price hikes are just giving homoshlomo money to blow in the middle east, that's also something that will fail to make a profit lmao
>>109430030Apple is going to build their own memory fab and make their own memory
>>109431954Yeah right after they build their own fab to make silicon for cpus, derp
>>109431966cpu prices are normal it's memory that's being cartelized, perfect situation for apple since it'll cost them less money in the long run
>>109431969Stick to your ghetto rap nigger
>>109430030Corporations have bought the majority of components@Consumers can’t afford hardware, therefore don’t use services of corporations @Corporations don’t earn enough, go out of business and bubbles bursts Fine with me, whatever (I have downloaded enough content for years)
>>109431969Apple are fucked so is consumer electronics, consoles, pc building companies, games companies, vr companies, case makers, fan makers, psu makers, paste makers, anything with memory will spike including sd flash and devices etc
>>109432160I', OK I have two good PCs one 16 one 32gb bot wit good gpus, two good laptops with gpus, two good SSF PCs with 16 and 32 gb and gpus, two retro PCs, a stack of oldler laptops, a stack of 250s,PS1s and PS1 a few PSPs and a DS and two good NAS loaded with everything I want and need and spare drives and some nice working 8 bit retro systems as well as a massive physical library. I'm going to make it.Probably a good time to pick up cases, fans, DVD RWs and a few good latest spec PSUs
>>109432196Yeah, which is why investment in fabs to produce their own memory is a solution to their problembecause this problem doesn't get better by just hoping for a criminal cartel to lower prices
>>109431254>You have JEDEC veterans and ex CEOs and others saying that end of 2027, 28, maybe 29 we will start seeing a price dropEven if that's true it's pretty disingenuous to state that "prices are coming down", when in reality it's 2 years out.
>>109431332Yes yes we know when the money isn't real nothing is and things will only ever and always get worse over time in a fiat economy.
>>109433307>money isn't reala currency now without the gold standard is pretty much just the belief in a country
>>109430066stop noticing. it's extremely antisemitic
>>109431954It took them an entire decade to design their own M chip starting when Steve Jobs was still alive. Let alone making chips themselves.
Why does Linus act like he'a actually enjoying this? Typical kike attitude of 'shut it down', I suppose?
>>109430066its ok they will use them to mine enough bitcoin to cover the cost
I warned people months ago that you could see how YMTC didn't crater flash prices and infer CXMT would do the same: nothing.No one listened.
>>109432955oh poor optimistic childin 2 years the big 3 cartel still won't have built enough HBM capacitythey really don't give a shit about consumers. they have zero incentive to supply anyone except Sam Altman and his datacenter faggot fuckbuddies. you'll be lucky if they even bother to make DRAM at all
>>109430030People are not adopting AI fast enough—AI replaces most of the things people used devices for in the first place.
>>109430051joke's on you, ram prices aren't coming down in 10 years
>>109430030The bad: You won't be getting a more powerful phone. The good: Others won't either. The companies making apps will have to take a break from remaking their apps so they need 10x more CPU and RAM to do the same things with the same performance they did a few years ago.
>>109430030Chink chip producers are being strongarmed into following the cabals pricing model. Or worse they are part of it. The grey market of cheap chinese chips is happening. And there is a 100% chance the chinese are selling it at a premium on the american markets and selling them virtually at cost for chinese markets and chinese affiliated groups.
>>109430134>I do not think there is a "bubble."famous last words
>>109431332I can’t wait until we finally implement capitalism. Everything will be so much better.
WHO THE FUCK BUT FAGGOTS KIDS CARE WHAT A CHILD ENTERTAINER SAYS?FUCK OFF
>>109434017everyone pinning their hopes on AI bubbles popping when that's not going to happen. they'll grow bigger every year with more ram hungry models every year. Samsung will airways make 95% of the supply for AI and just 20% of the real demand for consumer ram. after raising prices so high they can truthfully say they're supplying 90% of consumer demand but that's at $1000 per 32gb. point is ram won't stop going up in price this century. ram will cost so much even the richfags on this board telling everyone they're poor for not being able to afford ram will be outpriced in a few years then even Microsoft Dell Apple etc won't be able to make PCs or phones
>>109431332no the fed isnt to blame this time its a circle jerk centered around Nvidia who are doing money printing via stocks and buying each others crap pushing up valuation higher and higher. They are all looking for a exit ramp driving up cost of compute is one solution but not the they desire.
>>109430066This image is so retard, no money exists, even gold (value) doesn't exist, it is all made up, luddites need to be spayed so they can calm down
>>109430051This guy thinks they arent going to remotely destroy your ram and hdd's to force you back into the market lmao
>>109432897Apple doesn't have the necessary technical expertise to produce their own RAM. If they did they wouldn't be contracting to Samsung and TSMC, etc.
