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- Dec 5, 2018
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I really want this AI bubble to pop violently.
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DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled
- Thread starter erek
- Start date
- Joined
- Dec 19, 2005
- Messages
- 17,421
you shorting anything?
- Joined
- Jun 7, 2007
- Messages
- 13,728
Short the sp500 
- Joined
- Dec 19, 2005
- Messages
- 17,421
“Big Tech Is Paying Billions to Lock In Memory Supply, Essentially Promising Suppliers the Shortage Is Here to Stay”
https://wccftech.com/big-tech-is-paying-billions-to-lock-in-memory-supply/
Prince Valiant
Gawd
- Joined
- May 3, 2023
- Messages
- 775
'We might overproduce if we build out', sure
.
- Joined
- Dec 19, 2005
- Messages
- 17,421
“Microsoft Plans Better Windows 11 RAM Management and a Smoother User Experience
by AleksandarK Today, 03:49 Discuss (12 Comments)Microsoft recently announced a plethora of changescoming to Windows 11 to reshape the operating system into a completely stable and enjoyable experience. Today we learn that Microsoft plans a major background usage overhaul with future updates, focusing on RAM usage and overall memory management, so even configurations with less RAM can enjoy the benefits of a smooth operating system. For example, the minimum requirement for Windows 11 is a system with 4 GB of memory, while Copilot+ PCs require a minimum of 16 GB. When a PC has 8 GB of RAM installed, standard Windows 11 versions like Home or Pro will take up a majority of that, leaving only about 2 GB free. Even with 16 GB installed, regular Windows allocation goes beyond 10 GB.
However, Microsoft plans to change this with better background memory management. For example, OS overhead is a significant performance and memory hog, which impacts the user's overall experience on the PC. Apple recently launched a MacBook Neo with 8 GB of memory, and reviews confirmed that users will be able to get a relatively smooth user experience with only 8 GB, while a comparable Windows-based machine would struggle. This has pushed Microsoft to think about memory management more, and the company now promises that the entire operating system will implement new background policies that will help with resource management. While the exact implementation is unknown, we suspect that doing something like Xbox Full Screen Experience, which is proven to increase performance and lower RAM usage, will be implemented on a wider scale. When the numerous background tasks disappear, memory is freed for other things like excessive Chrome browser tabs.“
I keep hating the memory manufacturers more and more.'We might overproduce if we build out', sure
DukenukemX
[H]F Junkie
- Joined
- Jan 30, 2005
- Messages
- 11,195
OMG, actual upgrades to Windows itself! Not even related to AI either.
They going to use Copilot to manage ram.
- Joined
- Dec 19, 2005
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- 17,421
"ASUS Plans 30% PC Price Increase in Taiwan, Other OEMs to Follow
by AleksandarK Today, 16:23 Discuss (0 Comments)PC pricing in Taiwan may see a significant increase next quarter, as ASUS Joint Technology Systems Division General Manager Yi-Hsiang Liao has announced a planned 30% price hike across the company's entire product line. He explains that the extremely high costs of DRAM and SSD storage, combined with a shortage of CPUs, are driving this increase. ASUS also claims that this issue is not limited to their company, as every Taiwanese PC maker will face similar challenges. Reportedly, ASUS did not comment on whether the price increase will affect overseas markets or remain exclusive to Taiwan. However, it seems likely that rising component costs in Taiwan will also impact Western markets, which have already experienced significant price increases in recent months.
- Joined
- Jun 16, 2008
- Messages
- 7,277
This was at the end of September.
This is what its at now...
This is what its at now...
DukenukemX
[H]F Junkie
- Joined
- Jan 30, 2005
- Messages
- 11,195
I see this as a win. Copilot can hallucinate me some free ram!
- Joined
- Dec 19, 2005
- Messages
- 17,421
“AMD Joins Intel in Raising PC CPU Prices by Up to 15%
by AleksandarK Today, 07:16 Discuss (4 Comments)Last week, we reported that Intel is preparing to increase CPU prices by 10% across its client PC sector. However, a new report from Nikkei Asia suggests that AMD is also joining this trend, with plans for a PC CPU price hike as well. Reportedly, AMD Ryzen CPUs could see prices rise by 15% compared to the same time last year, when prices were typically around the MSRP at retailers. Now, as CPU demand has depleted inventories and the focus remains on server and data center CPU production, capacity for the client segment has been significantly reduced, leading to little to no inventory for PC enthusiasts. Large OEMs like HP and Dell are among the first to feel the pressure from the dwindling supply chain and have reported a significant gap between demand and supply for their PC systems.
Nikkei also notes that both AMD and Intel have informed their clients that CPU price increases will take effect by the end of March and into April, which should start to manifest very soon. What used to be a one or two-week wait from order to CPU shipment has now stretched to a process lasting eight to twelve weeks. This means that a CPU batch ordered in April might not arrive until June. This period is expected to be the worst in terms of supply in the second quarter of this year. Even if OEMs are willing to pay extra to secure CPU supply, availability is lacking. The CPU shortage is worsening daily, coinciding with the ongoing memory and storage shortage we are already experiencing.“
- Joined
- Apr 9, 2016
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- 1,878
Future ram allocation is being pre-bought for AI shenanigans but what really is the reason for CPU shortages? All that production going to server chips vs laptop and desktop or what? OR just raise prices because “everything.”
- Joined
- Jun 7, 2004
- Messages
- 3,653
Observation, on the marketplaces (Internet garage sales) side of the fence, the people rapidly trying to "dump" and get a lot of money... they are all starting to greatly reduce their asking prices. Hope?? I'm no different btw. I sold 2x16GB of open box DDR5 6000 for $285 minus shipping (ebay, my cost was $200).... people are now struggling to sell same for $250.
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- Dec 19, 2005
- Messages
- 17,421
“PlayStation 5 Price Increase Imminent Despite Incoming PS6
by Cpt.Jank Yesterday, 22:41 Discuss (15 Comments)If you've been anywhere near the PC gaming industry recently, you'll have heard time and time again about companies increasing prices or delaying products due to memory shortages and price increases. While those price increases have affected the current-gen gaming consoles, with the PS5 Digital Disc Edition getting two €50 price increases in 2025, leaker @GyoJvfr on X has revealed that steeper price increases for the PlayStation 5 may be on the horizon, courtesy of a retail source.
According to the leaker's source, the entire line-up of current PlayStation hardware—even the PlayStation Portal—will see a price hike "soon," although the leaker does not have an exact price to share. Following the price hike, the PlayStation 5 Slim will cost €649.99, up from €549.99, while the PS5 Pro will increase from €799.99 to €899.99, and the PlayStation Portal will cost €249.99, up from €219.99. It's worth mentioning that it's unclear exactly how widespread the price increase will be, but recent hardware price increases have been global. No price increase was mentioned for the PS5 Digital Slim Edition, but presumably, it will also receive a €100 price increase.”
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- Dec 19, 2005
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- Joined
- May 22, 2005
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- 3,005
"Everything that is scarce, is fantastic for us.."
Scalpers are finally unloading their inventory on the marketSpot prices are down due to that (and will continue to go down)Contract prices will rise till Q3 (at least)
https://x.com/zephyr_z9/status/2038144978493571445?s=20
DDR4 pricing comes down due to demand destruction of budget hardware
https://x.com/jukan05/status/2038207631152787578?s=20
Chinese buyers who hoarded stock and are now dumping it back into the market, which is why spot prices are dropping
https://x.com/jukan05/status/2038100156256768260?s=20
https://x.com/zephyr_z9/status/2038144978493571445?s=20
DDR4 pricing comes down due to demand destruction of budget hardware
https://x.com/jukan05/status/2038207631152787578?s=20
Chinese buyers who hoarded stock and are now dumping it back into the market, which is why spot prices are dropping
https://x.com/jukan05/status/2038100156256768260?s=20
We see a high probability that DRAM profits will trace a broad plateau rather than the typical cyclical peak, as the supply-side response has lagged roughly one year behind compared to previous cycles.
We believe this is a correction, not a peak-out. The market narrative will shift from the magnitude of DRAM price increases to the sustainability of DRAM prices.
https://x.com/jukan05/status/2038446519477801177?s=20
Can anyone make sense of this? Someone claiming Sam Altman wanted to pull out of orders which cause Micron to crash? https://x.com/investingLive_/status/2038649656742175161
A lot of Win11 is currently done in WebView 2…. Just knowing that puts so much of the OSs behaviour into context.
Replacing that code with just about anything else could only make it better as a result.
Windows Server 2025, with Desktop Experience uses less than 2GB of ram at idle on a clean install.
- Joined
- Dec 19, 2005
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- 17,421
“Microsoft Plans To Build 100% Native Apps For Windows 11BeauHD an hour ago | 9 |
| Microsoft is reportedly shifting Windows 11 app development back toward fully native apps. Rudy Huyn, a Partner Architect at Microsoft working on the Store and File Explorer, said in a post on X that he is building a new team to work on Windows apps. "You don't need prior experience with the platform.. what matters most is strong product thinking and a deep focus on the customer," he wrote. "If you've built great apps on any platform and care about crafting meaningful user experiences, I'd love to hear from you." Huyn later said in a reply on X that the new Windows 11 apps will be "100% native." TechSpot reports: The description stands out at a time when many of Microsoft's built-in tools, including Clipchamp and Copilot, rely on web technologies and Progressive Web App architectures. The company's commitment to native performance suggests that some long-standing frustrations around responsiveness, memory use, and interface consistency could finally be addressed. For Windows developers, Huyn's comments hint at a change in direction. Microsoft's recent development priorities have leaned heavily on web-based approaches, with Progressive Web Apps (PWAs) replacing or supplementing many native programs. [...] Exactly which applications will be rebuilt, or how strictly "100% native" will be enforced, remains unclear. Some current Microsoft apps classified as native still depend on WebView for specific features. But the renewed emphasis already has developers paying attention.” |
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- Dec 5, 2018
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- 4,627
That's because it's basically a web wrapper. It's lazy, garbage development.
I know, and I hate it. So much stuff just doesn't work. Try selecting a hundred items, hitting delete, and watching it delete half of them and stop. Or it deletes them all and says there's still 50 unread. (I have 2-300 automated notifications coming to my work address every single day, most of which I don't care about.)
Why don't you just keep using Outlook (classic)?
That's what I do at work. I tried the new Outlook and immediately switched back. Won't touch that piece of trash unless they eventually kill Outlook Classic. New Outlook is consumer trash, not a business tool.
I dunno. Masochism? A quixotic hope it'll get better?
More likely, the knowledge that they're gonna force it on me eventually anyway. But I suppose I'll switch back this morning.
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- May 4, 2006
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- Dec 19, 2005
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View: https://youtu.be/2dx5gsB3OMQ?si=xwPr6laZZ6r3tLI1
This video examines the recent fluctuations in the DRAM market, focusing on why consumer RAM prices have dipped, why stock prices for major memory manufacturers like Micron, Samsung, and SK Hynix have plummeted, and the impact of OpenAI's shifting AI strategy.
Key takeaways:
• Market Price Changes: While there has been a noticeable drop in DDR5 RAM prices (e.g., some Corsair kits decreasing significantly), these are largely viewed as tactical discounts or market stabilization rather than a return to pre-AI boom price levels (0:55-1:40, 3:36-4:24).
• The Impact of *Google's Turboquant:* Google recently announced Turboquant, a compression algorithm capable of reducing LLM memory requirements by six times. Investors reacted negatively, fearing this would reduce the long-term, insatiable demand for RAM from AI companies (2:00-3:14, 6:02-6:29).
• The *OpenAI "Letter of Intent" Rumor:* Reports suggest that OpenAI's massive, much-publicized deal to consume 40% of global DRAM capacity may have been based on non-binding "letters of intent" rather than ironclad purchase orders. This speculation has shaken confidence in the sustainability of the AI-driven supply shortage (8:23-9:58, 12:48-15:44).
• Strategic Shifts at *OpenAI:* OpenAI has been scaling back certain data center expansion plans (such as the Stargate project) in favor of renting cloud capacity, which contributes to the uncertainty regarding future hardware demand (16:20-17:53, 18:47-19:42).
• Industry Outlook: Analysts remain divided. While some believe the demand for computing power will continue to outpace efficiency gains, others point to the unsustainable financial strain companies are under, leading to mass layoffs and concerns about the long-term viability of the current AI "gold rush" (6:46-7:16, 20:26-22:45).
Twisted Kidney
Supreme [H]ardness
- Joined
- Mar 18, 2013
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- 4,721
Oh sweet baby Jebus these executive types are some of the most gullible, least capable people our species generates.
- Joined
- Jun 7, 2004
- Messages
- 3,653
A -> billions -> B -> billions -> C -> billions -> D -> billions -> A
Eventually, somebody catches on.
Eventually, somebody catches on.