• ParlimentOfDoom@piefed.zip
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    3 hours ago

    OpenAi is set to run out of money mid next year. All the other dominos in this bubble will follow. Chip factories will be begging for consumer demand well before 3 years

  • GreenKnight23@lemmy.world
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    4 hours ago

    the only memory crisis is the forgotten memory that all this is for made up volume that can’t be delivered until the datacenters are built.

  • JcbAzPx@lemmy.world
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    6 hours ago

    A ‘memory crisis’ they created artificially and deliberately in order to price gouge as hard as possible.

  • innermachine@lemmy.world
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    6 hours ago

    The prices keep going up because the willingness to pay isn’t slowing down. As long as people are willing to over pay, the prices will keep going up! Of course the suppliers are predicting price increases, they know there’s a crowd that HAS to have the latest and greatest even when previous gen hardware still hangs, and they have deep pockets and no patience. Then u have people paying for cloud services and shit, increasing demand. This isn’t even getting into the AI craze or cloud computing. I have a friend that won’t build a gaming PC because “it’s cheaper to pay to stream a PC from my laptop” while complaining about ram shortages, which he is actively funding. I am perfectly happy with my ryzen 5 running ddr4 and a rx6600, it plays everything on my 1080p 75hz monitor just fine. I won’t dare think about upgrading till the madness stops, and if it doesnt then fine I’ve been priced out of gaming. My sub 800$ PC is already more expensive than half the cars and motorcycles I have owned 😭 no I’m not spending 2k to build a rig jeeezum

    • HailHydra@infosec.pub
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      3 hours ago

      Yes, this is true that prices are continuing to rise because they’re still being bought at that high price, but most of that isn’t consumers (and/or “enthusiasts”) absolutely needing it no matter the cost.

      The price is what it is because ai and cloud compute companies are willing to pay that insanely inflated price, so if you want even the chance to get any dram, you need to be willing to pay more than OpenAI/Microsoft/Google/NVIDIA/etc are, for Samsung/SK Hynix/Micron to even consider you.

      Why would they bother selling their dram chips in consumer packages for a fraction of what enterprises are willing to pay. The price is what it is, because that’s the price that it becomes worth it for the dram manufacturers to actually care about the consumer market.

      • KyuubiNoKitsune@lemmy.blahaj.zone
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        3 hours ago

        It’s also not consumer ram that is taking up the fab capacity either, they’ve shifted to producing more HBM because it allows huge models to be loaded fast.

        • HailHydra@infosec.pub
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          3 hours ago

          Yeah exactly, why bother making DDR4/5 memory when HBM makes so much more money since companies are willing to pay insane amounts for it.

          So the price of DDR4/5 will rise to whatever price AI and compute companies are willing to pay for HBM as that’s the only point it becomes somewhat worth it for manufacturers to care.

  • Reygle@lemmy.world
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    7 hours ago

    This is ON SALE, from MicroCenter today- they’re known for having amazing deals.

    THIS IS NOT OKAY

    • TheFogan@programming.dev
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      7 hours ago

      You mean just in time for the US to declare “Chinese ram” a national security risk and ban it’s import right?

        • Scrubbles@poptalk.scrubbles.tech
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          6 hours ago

          Even if they do having the cartels demand in China cut is going to hurt. Demand is dropping in the datacenters market and supply is hitting, this is all fear lingering from them to get us to buy now at the peak

    • adarza@lemmy.ca
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      6 hours ago

      won’t they be supplying their own market first? they’re doing the data center ai bullshit too.

      • percent@infosec.pub
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        2 hours ago

        Probably, but China is REALLY good at scaling manufacturing, in general. Hopefully they’ll be able to quickly scale up their memory production.

  • MrPnut@lemmy.world
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    9 hours ago

    I never understood why my dad was always so cheap until now.

    You “used” to pay this much for something and now it skyrocketed, so you can’t live with yourself paying that higher price when it has been much cheaper for so long. Maybe he thought prices were going to come down again.

    I don’t think the prices of RAM are ever going to come down. At least as long as people keep paying, which they do.

    • AliasAKA@lemmy.world
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      8 hours ago

      Well, people aren’t really paying. Theoretically, large AI investment groups are paying. I say theoretically because as far as I understand it, they’ve mostly promised to buy the output but I don’t think have actually made good on buying it. The manufactured scarcity is being realized as increased memory costs, but the contracts are still landing even though the biggest contract may not actually be filled in the future (AI bubble). It’s why memory makers are trying to get Apple and co to commit to today’s prices for the next 3 years, because if they do and the big contract falls through, they still get their insane profit margin baked in for a bit and then can stockpile / price fix / sell through to market.

      The big wrench here will be if Chinese memory fabs come online. If that big contract (AI) defaults, existing contracts are going to be very much worthless as folks would rather cancel them and fill orders at CXMT. So you may see a lot of consumer memory start filling from those fabs as they take market share while traditional players try to price fix. So the real question is, will cxmt try to capture market or play price fixing with the current cartel? My money is on market share.

      • mofongo@discuss.tchncs.de
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        8 hours ago

        My guess is price fixing, maybe slightly undercutting the current giants. Entering the market is only worth it because the prices are high.

        • AliasAKA@lemmy.world
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          6 hours ago

          Eh, I think they see more power and influence in gaining market share and being the provider of that technology, and then cornering the market. Prices are currently high, but they tend to do a better job of playing the long game.

  • BL4CKP1XX13@lemmy.dbzer0.com
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    13 hours ago

    I love the Linux community, because this memory shortage has prompted two quite significant developments. Firstly, quite a substantial speedup of the Zram/Zswap (whichever one it is) systems (and a little improvement on compression), secondly, a potentially whole new memory compression stack referred to as CRAM that could allow reading compressed memory directly at near-DRAM speeds.

    While making current memory management more efficient won’t in any case effectively solve the memory shortage, as none of these savings are comparable to effectively giving you a free extra stick, it is awesome that people have spent significant effort on this front.