The AI Bubble burst

[K3Nv4]

I don't buy any those products either, Apple/ Google. But yea I know its hard to not go completely non-China. They parts in everything.

Every manufacturer sources from some sort of hard labor camp when it takes minerals to source.

 

[Nakamichi]

I don't buy any those products either, Apple/ Google. But yea I know its hard to go completely non-China. They parts in everything.

...and your tv, parts of your car, parts of your actual apartment/house, the electricity lines getting you... electricity, the power plants themselves, your internet backends at your ISP, your pots, your pants... like, i could name shit all day.

There IS no choice not to support them. Just the illusion of choice.
Homegrown brands dont produce locally either.
This is not a problem we can solve on our own man.

I do agree with you on principle, i do. youre not wrong here... its just not that simple at all.

 

[BigOnYa]

Every manufacturer sources from some sort of hard labor camp when it takes minerals to source.

View attachment 584491

Still doesn't make it right. If I can avoid it, I will. I will gladly pay a little more even, if I know my money doesn't go back to a communist country who is known for abusing humans, including they own citizens.

 

[K3Nv4]

Still doesn't make it right. If I can avoid it, I will. I will gladly pay a little more even if knowing my money doesn't go back to a communist country who is known for abusing humans, including they own citizens.

Tell me a country that doesn't abuse their own citizens.

 

[Nakamichi]

Still doesn't make it right. If I can avoid it, I will. I will gladly pay a little more even if knowing my money doesn't go back to a communist country who is known for abusing humans, including they own citizens.

good choice! you have my full support in this and i agree with you.

There is no RAM not made in china tho. If there were, we wouldnt be quite so fucked.

 

[BigOnYa]

There is no RAM not made in china tho

https://www.cnbc.com/2023/10/23/mic...html?msockid=26324a68c2e061c929ec5bc0c35760fc

Post automatically merged: Yesterday at 10:58 PM

Tell me a country that doesn't abuse their own citizens.

BigOnYaVille. They're president is cool AF.

 

[K3Nv4]

https://www.cnbc.com/2023/10/23/mic...html?msockid=26324a68c2e061c929ec5bc0c35760fc

Post automatically merged: Yesterday at 10:58 PM

BigOnYaVille. They're president is cool AF.

There definitely is alot of space to live in your head.

 

[Nakamichi]

https://www.cnbc.com/2023/10/23/mic...html?msockid=26324a68c2e061c929ec5bc0c35760fc

Post automatically merged: Yesterday at 10:58 PM

BigOnYaVille. They're president is cool AF.

oooooh nice! When will that come online tho?
anyway, yeah, damn, thats sweet, cant come soon enough if you ask me!

 

[BigOnYa]

When will that come online tho?

Micron says construction in New York will begin at the end of 2024 and chip production there will start in 2027.

 

[Nakamichi]

Micron says construction in New York will begin at the end of 2024 and chip production there will start in 2027.

how can i like messages more than once? About... 20 likes should do it <3

 

[subcon959]

Micron closed its consumer memory branch so all of that extra capacity is likely to go to data centres.

 

[K3Nv4]

Micron closed its consumer memory branch so all of that extra capacity is likely to go to data centres.

This could be good, give the chance for other retailers to go back to consumer prices.

 

[smf]

https://en.wikipedia.org/wiki/DRAM_industry_price_fixing?useskin=vector

There is little evidence that there is currently price fixing, just that they pled guilty previously.

It's not in their interests to artificially keep prices too high, as it affects their long term profits.

 

[Nakamichi]

What are you suggesting there?

There is no evidence that there was price fixing, just that they pled guilty. It's common for companies to do that as a cost cutting measure. Defending your innocence is more expensive than just paying the fine.

But that doesn't mean they did anything illegal. It's not in their interests to artificially keep prices too high, as it affects their long term profits.

if you want to know more you may wish to watch this:


the us legal system themselves referred to them as a cartel. i would trust those sources.

 

[smf]

Micron closed its consumer memory branch so all of that extra capacity is likely to go to data centres.

I'm not sure how much consumer memory that micron was shipping. While I've been a crucial customer for thirty years, in terms of their income, it's the business customers that keep their lights on.

They will be ensuring that dell/etc are getting ram, so that when they have built their new fabs, they won't have alienated their major customers.

The rapid increase in demand is very difficult for a fab to deal with, it takes years of consistent demand to pay off the capex of building new capacity.

If you don't want capitalism, you should vote for a non capitalist government.

Post automatically merged: Today at 1:27 PM

the us legal system themselves referred to them as a cartel. i would trust those sources.

That was 20 years ago.

 

[Nakamichi]

I'm not sure how much consumer memory that micron was shipping. While I've been a crucial customer for thirty years, in terms of their income, it's the business customers that keep their lights on.

They will be ensuring that dell/etc are getting ram, so that when they have built their new fabs, they won't have alienated their major customers.

The rapid increase in demand is very difficult for a fab to deal with, it takes years of consistent demand to pay off the capex of building new capacity.

If you don't want capitalism, you should vote for a non capitalist government.

Post automatically merged: Today at 1:27 PM

That was 20 years ago.

who said it wasnt?

 

[smf]

who said it wasnt?

There was an attempt on this thread to conflate the recent pricing with a completely separate incident.

Despite it being a generation ago.

Still doesn't make it right. If I can avoid it, I will. I will gladly pay a little more even, if I know my money doesn't go back to a communist country who is known for abusing humans, including they own citizens.

There are no communist countries involved in the production of electronics

China isn't communist. They are state capitalist and aiming for socialism by 2049. The Chinese Communist Party, is like how the National Socialists in Germany use aspirational labels instead of accurate labels to achieve power. CCP isn't proposing communism now, as the Nazi's didn't propose implementing socialism in 1930's Germany.

 

[Nakamichi]

There was an attempt on this thread to conflate the recent pricing with a completely separate incident.

Despite it being a generation ago.


There are no communist countries involved in the production of electronics

China isn't communist. They are state capitalist and aiming for socialism by 2049. The Chinese Communist Party, is like how the National Socialists in Germany use aspirational labels instead of accurate labels to achieve power. CCP isn't proposing communism now, as the Nazi's didn't propose implementing socialism in 1930's Germany.

"conflate" wow.
look, im not here to educate you, i dont have time for that, but if you think that just because they were a cartel 20 years ago that they arent NOW? thats actually kinda cute.
Once a crook, always a crook, why would that possibly change?
Theres already a new lawsuit coming, not even just one.... not even by just one company of lawyers. None of that is surprising at all. What surprises me is that this surprises you.
Link: https://www.tomshardware.com/tech-i...ed-dram-price-fixing-amid-record-memory-costs
Link: https://www.investors.com/news/technology/micron-stock-falls-price-fixing-lawsuit/
Link: https://paulllp.com/semiconductor-components-price-fixing-investigation/
link link link link...

Dude im NOT here to google for you. Its not my responsibility to keep YOU informed.
You wanna talk the talk, then walk the walk.

 

[subcon959]

Isn't it a little strange that they admitted DRAM is more profitable than HBM right now and yet Crucial was shutdown and consumer RAM in general is getting shafted supply wise.

 

[Nakamichi]

Isn't it a little strange that they admitted DRAM is more profitable than HBM right now and yet Crucial was shutdown and consumer RAM in general is getting shafted supply wise.

yep... how strange ; 333