>chinese rams are new and untested>they put up higher price than old well tested suppliers like samsung/sk hynix>Apple looks for them instead of staying with old suppliersThis means that samsung/sk hynix are no longer supplying sufficient consumer rams. Apple is forced to look for chinese ram despite the higher price. Korean willingly cut off consumer ram in pursuit of AI data center
>>109474057>This means that samsung/sk hynix are no longer supplying sufficient consumer rams. Apple is forced to look for chinese ram despite the higher price. Korean willingly cut off consumer ram in pursuit of AI data centerNo shit sherlock. Really?
>>109474064the result will be higher price phones, coomputers, TVs, cars, anything with RAM. Samsung, SK Hynix and Micron don't give a shit. as a patriotic American with a stock portfolio I cheer the big 3 RAM cartel improving shareholder returns. when the latest iPhone has a starting price RRP of $8,999 and a new Dell starts at $16,500, I'll be celebrating and laughing at the poorfags whining about not being able to afford the latest gear.
>>109474057>NOOOOOOOO BUT WERE APPLE!!111
>>109474653Get in.
>>109474057APPLEL BTFO!
why apple nit just print their own ram?they're doing good with making cpu
>>109476652Apple does designs but outsource manufacturing. They do not own any fab.
>>109474057Fuck Apple.
>>109474057>>Apple looks for them instead of staying with old suppliers"in addition to", not "instead of"
>>109474057ESL
>>109474057The Koreans told Apple to go fuck themselves, you pay premium for the memory or you get nothing, we have customers willing to pay.Apple went to the Chinese and said we can buy your shitty ram at a fair price, and the Chinese said fuck you, you pay premium or you get nothing.
>>109474057>Apple goes to hynix and wants to buy ram>Sorry, we are out of ram, but you can bid more and get a better place in the queue>Apple goes to cxmt>Sorry, but no discount for yankee, you pay latest price of other suppliers, same spec, same price
>>109474057>sufficientThey are not supplying anything when it comes to consumer memory.They are pocketing the fab money and not even attempting to build anything and have converted almost all production for AI.They are either waiting for the bubble to pop or for China to handle the consumer side.
>>109477747inb4 apple explores black market ways of lowering ram demand and pricing
Ram companies actually supply consumer ram directly to companies like Apple and Corsair, they just removed their direct-to-consumer labels like micron and FUCK /g/ AND FUCK /biz/ FOR TELLING ME THE AI CYCLE HAD PEAKED BACK IN MARCH I MISSED THE ENTIRE RUN
>>109478256They are building more capacity but the ram cycle will end around the time capacity opens up.
iOS/macOS is very memory efficientthis won't affect them as much as poordroids
I wonder if Chinese companies like Huawei/Xiaomi also have to pay premium price or if the CCP mandates that CXMT sells at lower prices to them.
>>109478322>They are building more capacityNo they are not. In every single boom cycle they kept saying that and not a single time has a single fab been built. They make one every 15 years regardless of the supply and demand.
>>109478340The end of the mammary cycle in the dotcom bubble was the result of spending too much on capex (construction of additional capacity) while profits dipped back to where they were before the bubble, causing overall revenue to report as negative when subtracing costs from overall earnings.
>>109478340The only ones building more fabs are the chinese, because china wants to become a major player
>>109478579Too late.The cartel will be the sole provider of project 2030 memory and the consumer market is already dead. If they weren't greedy bug people they would have jumped on the consumer market.
>>109476975bass
>>109474057>>chinese rams are new and untestedit's not a complicated logic circuit that need intensive testing but a matrix of bits. once you got the timings right, you are good. cxmt chips are fine.
>>109478579not true. SK hynix is building four huge fabs for $90 billion in south korea, completion date around 2046. It will be the biggest fab in the world. hynix is also building another fab in Indiana (USA), the Lafayette fab, with a completion date around 2028.
>>109474057>>they put up higher price than old well tested suppliers like samsung/sk hynixBecause low yield demands higher price to turn profit>>Apple looks for them instead of staying with old suppliersApple can look all they want the congress will say "no" in the end lol
>>109476652Apple can't fab in the usa because diversity quotas killed the talent pool. The usa would have to switch back to a meritocracy if they wanted to brew wafers in house.
>>109478277They have all the cash, they should just make it themselves.
>>109476975Brazinga
>>109476652>they're doing good with making cpuThey don't make their own processors, they just design them and TSMC prints them, american corporations have no talent pool to even design a working lithography machine, since all they do is buy european ASML machines ready to work, hell, intel spent the past 10 years trying to keep up with everyone else and still don't have almost anything made with their own fabs.
>>109476684>>109482070nta but why couldn't they make chips?>american corporations have no talent pool to even design a working lithography machineanon... I hope you realize that micron is an american corporation. I bet apple could easily poach their engineers with all the money they have.plus I wonder if micron has fired a lot of people recently, considering the move to HBM2.
>>109474057> apple expects a deal because apple> apple fucks consumers in the ass regularly on price> CXMT says "hold on gweilo, you are not going to get a deal here"> Apple throws a fit "but we're apple!" > CXMT raughs and raughsI am laughing too. Fuck apple.
>>109474057>Korean willingly cut off consumer ram in pursuit of AI data centerWe've known that since Samsung has been unable to supply enough of their own RAM chips for their own Galaxy line of consumer products.They literally bit off their own face.
Supply x DemandWhen the cost of goods are high, there is avenue for vendors to build their own supply chain. Apple should build their own
>>109486426Except when the AI bubble busts they'll be left with a phab producing memory at cost and that becomes a sinking money hole. Probably they know that.
>>109486602Its true, the world will stop wanting more computers anytime now. 2 weeks top. We'll all go back to a pre-AI day soon.
>>109474057it means you skipped english class and school
>>109486644The world doesn't buy enough iPhone's for it to make sense. It'd probably likelier to see Apple invest in other companies to build-out but with a behind the table condition that they get guaranteed first access to it.
>>109486657So you want Apple to pay Chinese because you dont want apple to make ram?
>>109486757No, I'm saying it doesn't make sense for them to own their own factory. It is cheaper for them to invest in other companies to produce it for them.
>>109486775They're a $5Trillion company and you're saying they cant invest $100B to make RAM in America and would rather pay Chinese ram prices?Theyre the only company in the US that hasnt invested in the AI investment boom. Every other company is spending tens of billions to hundreds of billions. Apple is literally the only one with boat load of cash and sitting on them because they dont know what to do with it.
>>109486796It's not a question of "Can they afford it?" (they can), it's a question of what's most affordable for them in the long run.They will have done the math and wagered it's cheaper to wait for the prices to adjust.
>>109486803For the long run, everyone is moving away from China. Thats the American strategy. Because the next 10 years will bring bottleneck to compute. Everyone knows the geopolitical game.
>>109486819Yeah, and when there's enough production capacity to do that and Micron offers them a good deal they'll probably take it.In the mean time they'll keep sucking China's dick until someone like Trump calls them out on it and then promptly invest in America again before repeating.At the end of the day Apple wants to do one thing and one thing only:>Make the iPhone as cheaply as possible>Sell it for the highest margin people will tolerate possibleOkay, that's two things but you get the idea.
>>109486832Micron has already told companies the memory supply is gone for the next 5-10 years
>>109474057DEATH TO APPLEHAHAAHAHAHHAHAAHAHHAHA
>>109477747They will just push apple to make their own ram, just like they did with the apple silicon lmao
>>109474057>Do you know what this mean?It means you don't own enough Micron stock.
>>109486905They will still need someone to produce it for them. It is one thing to make their own CPU in a lab, it's another to mass-produce it.
>>109486905Apple doesn't make a single thing, it's all contract manufacturing.
>>109474653Future of personal computing is subscription based locked down web terminal. Those won't require much ram.
>>109476702based xi
>>109486905fucking itoddlers man. why dont we just seek and destroy them in gta?
>>109485065>american corporations have no talent pool to even design a working lithography machine>anon... I hope you realize that micron is an american corporation.I'm not that anon but he's right. Micron might be an American company but they don't build their lithography machines, they buy them from Europe. Everyone does.
>>109476652>why apple nit just print their own ram?Because it would take 10+ years and 100 billion $ to just build a fab, assuming they can get the knowledge and the machines, and by then it may be too late. It's why the current fabs don't expand either despite the crisis.
>>109485065An American corporation with multiple fabs located in SEAmonkey countries
>>109491972>>109492205you guys do realize that practically NO hardware company has their own fabs these days, right? even AMD sold GloFo and IIRC Intel is now buying capacity from TSMC...I don't understand why you guys don't get the point, not having a fab doesn't mean they can't produce their own RAM, but "making" their own RAM means asking TSMC or Samsung to produce it for them.so, again, why couldn't Apple do exactly that?
>>109474057iTODDLERS BTFO
>>109474057If companies that have warranties on their devices are willing to put CXMT chips in their devices, I think that says enough.
>>109486426>>109486796Apple likes coasting on just making phones and not having to deal with the volatile bullshit of actual making semiconductor
>>109486994>web>won't require much ram.kek
>>109481251>diversity quotasracism*
>>109474057End of the oligarchs monopoly Now they’re going downward death spiral, start by kospi crashing and family killing themselves over stock crash
>>109496295They just dont know how to manufacture shit. That's their problem and recently they dont know how to AI. Lets see what new apple ceo will do. He is suppose to be more tech guy then tim so maybe he will make a shift. For now death to crapple.
>>109474057>Do you know what this mean?It means US big tech companies and their hilariously dumb AI arms-race, have succeeded in handing China its beachhead into the hardware market as a dominant player. They've basically created a Chinese equivalent to ASML - except for memory chips rather than fabs. A lynchpin company whose services you cannot do without, so THEY get to dictate the terms and YOU pony up and pay.
>>109474057>This means that samsung/sk hynix are no longer supplying sufficient consumer rams.
>>109474057>report from korea who stands to lose the most from an Apple/CXMT dealHMMMMMmmmmm....
