RAM prices have gone fucking insane.
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Poast new message in this thread
Date: November 25th, 2025 3:30 PM Author: angry business firm
Omfg. Less than a year ago
https://i.imgur.com/sX3NSHu.jpeg
(http://www.autoadmit.com/thread.php?thread_id=5801793&forum_id=2Ã#49459973) |
Date: November 25th, 2025 4:37 PM Author: angry business firm
They are saying Sam Altman did it. Also China panic:
https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram-deal
"Secondary RAM Manufacturing Had Stalled. Budget brands normally buy older DRAM fabrication equipment from mega-producers like Samsung when Samsung upgrades their DRAM lines to the latest and greatest equipment. This allows the DRAM market to expand more than it would otherwise because it makes any upgrading of the fanciest production lines to still be additive change to the market. However, Korean memory firms have been terrified that reselling old equipment to China-adjacent OEMs might trigger U.S. retaliation…and so those machines have been sitting idle in warehouses since early spring."
(http://www.autoadmit.com/thread.php?thread_id=5801793&forum_id=2Ã#49460186) |
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Date: November 25th, 2025 4:48 PM Author: Disrespectful rose tanning salon
LMAO, always losing the gen:
"XBOX. Microsoft didn’t plan. Prices may rise and/or supply may dwindle in 2026."
"PlayStation. Sony planned better than almost anyone else. They bought aggressively during the summer price trough, which is why they can afford a Black Friday discount while everyone else is raising prices."
(http://www.autoadmit.com/thread.php?thread_id=5801793&forum_id=2Ã#49460231)
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Date: November 25th, 2025 4:58 PM Author: Disrespectful rose tanning salon
How come everyone doesn't just beat this sam altman jew to death with socks full of pennies?
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"And now time for the biggest twist of all, a twist that’s actually public information, and therefore should be getting discussed by far more people in this writer's opinion: OpenAI isn’t even bothering to buy finished memory modules! No, their deals are unprecedentedly only for raw wafers — uncut, unfinished, and not even allocated to a specific DRAM standard yet. It’s not even clear if they have decided yet on how or when they will finish them into RAM sticks or HBM! Right now it seems like these wafers will just be stockpiled in warehouses – like a kid who hides the toybox because they’re afraid nobody wants to play with them, and thus selfishly feels nobody but them should get the toys!"
(http://www.autoadmit.com/thread.php?thread_id=5801793&forum_id=2Ã#49460260) |
Date: November 25th, 2025 7:26 PM Author: angry business firm
I sense market inefficiency
https://i.imgur.com/uZousPS.jpeg
(http://www.autoadmit.com/thread.php?thread_id=5801793&forum_id=2Ã#49460825) |
Date: November 25th, 2025 7:39 PM Author: angry business firm
So there's nothing you can raid as a source for DDR5 DIMMs because the DDR5 used in servers has ECC and fits into a totally different slot. Recycled servers just don't use standard DDR5. Only home PCs use it.
Furthermore almost nothing uses DDR5 SODIMMs except the new steam cube, ljl. Laptops moved to soldered RAM for DDR5, so the RAM for this Steam shit was already quite a niche product
(http://www.autoadmit.com/thread.php?thread_id=5801793&forum_id=2Ã#49460863) |
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