RAM

Jackfitton12

So what’s going to happen to our Economy if the Chinese government actually achieves its goal of increasing monthly RAM output by 5000% next year?

kal14144

Apple has its RAM on the same die as its CPU/GPU not added on separately

Jackfitton12

What will happen to all American RAM companies if China actually achieves its goal of increasing RAM supply by 5000% in 2027?

Bravadette

[One year into the AI-induced RAM apocalypse — how much does memory cost, and is there a more affordable future? - Tom's Hardware](https://www.tomshardware.com/pc-components/ram/one-year-into-the-ai-induced-ram-apocalypse-how-much-does-memory-actually-cost-and-is-there-hope-for-a-more-affordable-future)

livingunique

In six months Sam Altman will be selling RAM out of the back of his pickup to make ends meet

1-866-867-5309

the 16 GB RAM AI toaster just got a $200 price increase though

Thedarkpersona

So umm, with this maybe RAM sticks wont cost an arm and a leg?

Dude_HaHa

# Who BOUGHT RAM on the top LMAO

ateranol

US can't block China from making RAM and it can't stop companies outside of US buying Chinese RAM to keep the supply constraint alive.

GloomyMembership4197

Relax: selloff only in RAM Otherwise, we gucci

krakoi90

Yeah, although I have some doubts. I mean, robotics and humanoid robots will surely be a thing, but somehow it sounds incredibly dumb to have millions of humanoid factory robots. Factories are controlled environments, so you don't need extremely clever humanoids there. You can simply use cheaper, dumber, less complex robots (like robotic arms and robots on wheels). And those probably need way less RAM. Household robots could be a thing, but they need to be way cheaper and way, WAY more reliable than they currently are. Reliability in uncontrolled environments is a HUGE issue, and I'd argue it'll be similar to self-driving. We had awesome demos decades ago, but ironing out the corner cases is an extremely large effort.

Initial_Ad_9250

Liquidating my RAM collection

AngelNotFound4444

Be concerned about memory when you see RAM and SSD prices go down. Nothing so far

AngelNotFound4444

RAM and SSD prices did not move at all so I ain't selling my bags

viperex

OK but how will this affect the price of RAM and SSDs?

PyloPower

At least I can save some money I have lost by buying cheaper RAM OH WAIT RAM STILL EXPENSIVE AS FUCK

chuck_portis

SKHynix just here trying to solve the RAM crisis and u assholes sending it -10% per day

legible_print

Napkin math says any hyperscaler/megacap that doesn't fork it out for AI/servers/RAM now is going to either dead or totally uncompetitive in 5 years. This isn't picks and shovels; it's an arm's race.

legible_print

Napkin math says any hyperscaler/megacap that doesn't fork it out for AI/servers/RAM now is going to either dead or totally uncompetitive in 5 years. This isn't picks and shovels; it's an arm's race.

spellbadgrammargood

RAM CEOs: We see demand for several years! *Stock price going down*

BakasanaB

Yes, but maybe for Micron or Sandisk, unless the US issues much higher tariffs on Chinese RAM or completely bans them.

modder9

Seagate doesn’t make memory. Are you talking about storage? Point was that processors come in 2 flavors - red or blue, but RAM can be anything as long as its ECC and to the mobo spec.

realribsnotmcfibs

They already benefit from AI they have had back orders for months on their higher end RAM heavy devices despite them in some cases being several generations behind. (Looking at you m3 ultra studio).

Test-NetConnection

I'm not buying this. Increased RAM prices will compress margins and slow the replacement cycle.

ateranol

Insane how all the RAM and chips stocks have run up so much YTD, yet 90% of the people here are still somehow underwater on them

Comfortable_Thing611

Wtf is wrong with RMBS? Isnt it like the ASML of RAM?

arbitraryBlue

Buying RAM calls

WashedWashingMachine

I prefer for China to spy on me than US , gimme that RAM

realmrealm

Everyone is saying that it's because they didn't get caught up in AI, but from what I understand the reason they are up so far is that people are buying up all the apple machines to use for local AI. Something apple has done with their memory that is not present on a windows machine is that they have "unified memory", so when people run local AI it utilizes this and the processors are quite quick. On the filpside a dell/hp/cusom "windows" machine needs a graphics card with a lot of RAM to accomplish the same thing, and they are in short supply. I think this is why they've had such a stellar year. Pop on over to local ai/llm subreddits people are buying apple machines and are able to run things very similiar to openai/claude for "free"

Seastorm14

Im not knocking their quality, I was saying they aren't only making money by being an AI hardware platform. Do i think they are the best value price/performance? Fuck no, especially not during the RAM crisis that also effects SSD and GPU prices and apple being a meme for gaming Im only saying they aren't exposed to the same level of dynamite ready to go off as the other MAG 7 when the AI bubble bursts

mirkimirk

I think it’s the ipo of the Chinese RAM producer, which shows there’s competition for microns market. And chip makers going inversely with tech giant makes sense as the latter pay for the formers profits

No_Feeling920

Fine, the rest of the world will welcome cheaper RAM chips.

sln1337

so when can i buy RAM again under 100 dollar per stick?

Souseisekigun

Hello time traveller from a time when you could just decide to take a few years off work without worrying about never getting a job again. Buy all the RAM you can. This will make sense in 10 years.

More-Curious816

chips are different, western companies will gobble them like candy. especially if they are a bit under the market price. see Apple lobbying the government to get Chinese made RAM.

hotforlowe

And the iPhone 37 has a whopping 16mb of RAM and is priced at only $66,453.99!

TheLegendOfSteven

I will soon be releasing an open source infrastructure project that speeds LLM models up by 17x with 43x less token computational cost and 49x less RAM storage required for training and inference.

TingleWizard

Great, so RAM isn't getting cheaper any time soon then?

_3470

it’s nuts RAM is up 10% after hours but i need another 21% to break even

Gunk_Olgidar

That P/E will only hold up as long as RAM prices remain stupid. And they won't. Buy high and FAFO, my dude.

Aggravating_Will_755

Even so, Micron will have no problem selling all of its RAM at the price it wants

solit0n

It was the price of RAM, just couldn’t splurge for more power.

confused_teabagger

>"Once again the gods spread the cheek and RAM c**k in f****** a$!! >-- Batiatus

TK3600

1. US market dont matter when they have entire China to fill, and China can counter legislate favoring CXMT, canceling it out. 2. Performance is almost as good as the big 3, but yield is behind a bit. But yield wont matter when RAM cost like this. 3. CXMT is favored in China due to industrial subsidy, that should be unquestionable.

_3470

RAM

DandadanAsia

[Huawei is building its own DRAM fab, and it could reshape RAM prices for everyone](https://www.xda-developers.com/huawei-is-building-its-own-dram-fab-and-it-could-reshape-ram-prices-for-everyone/) Is $MU fucked?

cbusoh66

The issue is not that they can't make Patriots or Tomahawk missiles, it's that manufacturers can't afford to pay for RAM anymore.

Gullible_Ad3785

Apple's margins are getting drive-byes from RAM like and semis, but market seems to not care, so why not?

zeusbox

Would have personally gone with "Probably out of RAM but don't worry we'll download some more later" and shake fist at Koreans.

No-Paint-5726

And NVDA making deals with SK Hynix. Exchanging $500 billion worth of GPU's and RAM with each other.

No-Paint-5726

SK Hynix to supply NVDA with memory. NVDA to supply SK Hynix with GPU's for its AI factory. How much of the $500 billion is actually sales? It's like saying I give you GPU 5090 if you give me 128GB of DDR5 RAM. We both booked $5000 in sales.

bradenlb

Why stop short of all 2x sell DRAM and buy RAM. F it

Glass_Performer1174

You're not understanding properly. AI cloud works and had the same advantages as other cloud services. Instead of every business self-hosting a datacenter with GPUs and CPUs and RAM and storage, in order to run their AI queries against that hardware, and then pay the cost of having lots of that hardware sitting idle at various times of the days, businesses can pay a fee to a cloud provider and the cloud provider can split access to those hardware components based on use. So it's the same idea: cloud hosting AI, esp for businesses, gives them the advantage of not having to pay for their own infrastructure to service AI queries by employees or customers, and instead share that infrastructure with other businesses at a reduced cost.

OhCanVT

It just downloaded more RAM from the dark web

quarkral

with respect Razer laptops are overpriced and overheating garbage with gaming bling. not a very fair comparison I'd say something like Dell XPS 13 is a fair comparison to MBP 13. It's a well respected windows ultrabook [XPS 13](https://www.dell.com/en-us/shop/dell-laptops/xps-13-laptop/spd/xps-13-9315-laptop/xn9315fyvrh?cjevent=460746f4eac511ed819101b20a82b839&dgc=CJ&publisherid=5250933&publisher=&aff=Microsoft+Shopping+%28Bing+Rebates%2C+Coupons%2C+etc.%29&affid=5250933&aff_webid=100357191&aff_user_id=oc5A05L8E%2FcFrofF6SHThBGDVXxwgp5oP65Qha611PQ2XxO8t%2BEYH78OM4oDtSQP&cjdata=MXxOfDB8WXww&gacd=9684992-28463632-5750457-345576786-177846717&dgc=af&VEN1=15378158-100357191-oc5A05L8E/cFrofF6SHThBGDVXxwgp5oP65Qha611PQ2XxO8t+EYH78OM4oDtSQP-Microsoft%20Shopping%20(Bing%20Rebates,%20Coupons,%20etc.)&dclid=CKG34vbR3P4CFQSMnwodxqEAjg) 12th gen i7, 32GB RAM, 1TB Hard drive = $1349 [MBP 13](https://www.apple.com/shop/buy-mac/macbook-pro/13-inch-space-gray-apple-m2-chip-with-8-core-cpu-and-10-core-gpu-256gb) M2 chip, 24GB unified memory (wtf is that), 1TB SSD = $2099

Low_Collar3405

Having 128 GB of RAM is so awesome. I can have like 500 tabs open in Chrome and computer runs just as fast

neothedreamer

I bought a MacBook Pro for my son. It was about $1200 for the M2 8G, about 2x a similarly speed Windows machine. I thought it would be under-powered, but I have been using it for a while, and it is doing as well as Windows laptops with 2x the RAM. I don't think I will ever go back to Windows. The aluminum case will basically last forever. I don't understand why 85% of Windows laptops are plastic. I have two with cracked cases right now.

TorqueHer84

Micron is RAM. OP seems interested in processors.

That-Whereas3367

GOOG, AMZN and MSFT are all building their own custom AI hardware. Nobody wants to pay $35K for a Tesla H100 (aka a glorified gaming card with 80Gb RAM). GPU cloud providers can be an order of magnitude more expensive than owning your own hardware with similar performance,

HarryParotesties

Haha, I had a sales position years ago and a similar setup. RAM MOUNT was great, people thought I was an undercover or something. I still can't believe steering with the knee while typing emails. Memories...

Jimster480

Oh so soldering? What can you solder exactly? let a small capacitor or TFT fail, good luck soldering that without a really nice setup including microscopes and a bench. Try unsoldering and resoldering the CPU, the GPU, the RAM, the wifi card.... all of them are near impossible without a batch of expensive equipment and quite a bit of expertise. Few laptops have replaceable memory today unless they are larger gaming laptops. SATA ports are going away on laptops entirely and most only have 1 NVMe slot... so gone are expandable drives too other than replacing the same singular drive... Even some of the laptops that have ports for the network cards have BIOS restrictions for specific Network cards that identify with the BIOS... making them near impossible to upgrade and also sometimes difficult to replace (happens alot with HP laptops). As far as getting the entire motherboard; this depends on the laptop. Depends on the costs... if I look at my Alienware M15R5; the price of a used motherboard with the same specs as the one I have is close to the price of the laptop. That is for USED, a new motherboard is the same cost as a used laptop of the same specs. This is the case for MANY laptops as I have fixed several systems in the past and done various motherboard swaps. Year after year parts availability is less, the process of the swap is more difficult and the prices are higher.

Freddit-

This'll eat into the the GMC/Chevy/Hummer market. Those are all trucks for white collar soft handed pussies. They're going to flock to this thing. Ford and RAM owners aren't going near it.

Dirty_magnum

I used to have die hard RAM friends until their 2nd and third transmissions… lol.

Hitchens666

A vehicle coming out 2 years from now is better than one that came out last year. Wow. And its a Dodge so I would bet that a 2022 Lighting will be the 2025 RAM.

SupermouseDeadmouse

Electric RAM coming out next year will eat Ford’s lunch. It has a small range extender engine, something sorely lacking in the other e-trucks.

thetaFAANG

so Apple already has the Neural Chips inside all their devices. It just doesn't have much RAM extended to it. so its very likely that the next refreshes will just have a ton of RAM and we'll have client side AIs.

Bxdwfl

"memory RAM" 

Renaissance007

Get the cheapest with most memory RAM

Gristle__McThornbody

Chart looks weird. Do I need to install more RAM?

That-Whereas3367

TPUs and ASICs are 1-2 orders of magnitude more efficient than GPUs for ML. CPUs are more cost effective and far easier to program than a GPU for many ML tasks. The introduction of DDR5/6 RAM, many-core CPUs and onboard NPU will further improve the competitiveness of CPUs.

pdoherty972

Chrome is a memory pig and uses way too much RAM.

That-Whereas3367

The NVDA EULA actually prohibits the use of gaming hardware in datacentres. NVDA 'AI accelerators' are basically modified gaming GPUs with different drivers. They remove the cooling fans, lower the base clock rate and use faster HBM2 RAM. Then they multiply the price by 10-20x.

throwfaraway6667

Western Digital as well as numerous other companies already moved to RISCV, it's only a matter of time that Intel's new fab is finished (maybe it already is?) and they start producing RISCV processors as well and Windows 11 already runs on ARM, so it's not that big of a deal to move to RISCV. ​ At that point, Apple can no longer claim a competitive edge. Pretty much every fanboy I know from a decade ago telling me how GREATTTTT OSX is has moved to Windows or even Linux. Myself moved to OSX in 2019. Apple is overpriced at this point. All other laptops are cheaper AND you can repair them yourself with minor cost (like replacing SSD or RAM) whereas on Macbooks that's impossible. You go to the genius bar and you'll lose everything off your storage because they have to replace the entire mainboard. ​ Tim Cook really fucked up telling Steve Jobs to move manufacturing out of house because it's coming to bite them in the ass right about now with this US-China relation. I think he was just chosen to push an agenda and it worked for a good decade, but times are a changing. I foresee a change in leadership, maybe Jonathan Ive will take his place? IDK good luck with your calls. I hope I'm wrong for your sake.

Bandit5317

Steep decline in NAND flash prices, which impacts RAM and SSDs. Return to normal for GPUs outside of Nvidia's ridiculously overpriced 4000 series. No change in CPU prices. Motherboard prices remain elevated.

soAsian

[Apple's stock falls to lead the Dow's losers after data showing PC sales plunged more than peers ](https://www.marketwatch.com/story/apples-stock-falls-to-lead-the-dows-losers-after-data-showing-pc-sales-plunged-more-than-peers-2023-04-10) Mac Mini: 8gb RAM and 256gb SSD for $600. what's dis? Windows 3.11 Workstation?

29da65cff1fa

they're still selling computers with 8GB of soldered RAM that you can't upgrade.... my 8 year old laptop came with 8GB of RAM (with upgradeable slots)

Xillllix

I would have bought a MacBook Pro if they didn’t overcharge for RAM and HD space. The whole thing is $7k CAD with acceptable SSD space and 64GB of RAM after taxes.

Moaning-Squirtle

I'm not sure if it's just me, but the improvements in PCs in the last few years have been underwhelming. To get a decent upgrade, it feels like you need to spend a fair bit more than what you did a few years ago. In the past, it seemed like $1000 now, then $1000 in 3–4 years for a new build would be a very noticeable improvement. In the 2000s, computers had limited RAM, much less processing power, and slow HDDs. I think in the late 2000s, RAM became a non-issue once we started to get to 4–8 GB as standard. After that, SSDs became standard in the early-mid 2010s. All of this happened with CPUs getting a lot more powerful. Nowadays, a new computer doesn't have the same major bottlenecks unless you're running more GPU intensive games or specific uses like video editing.

Bryguy3k

Now factor in the cost. Rivian owners at superchargers (the best charging network there is if we want to be frank about it) end up pay the equivalent per mile as a V6 ICE RAM 1500.

sat5ui_no_hadou

It's easy to order an ICE in a crate and have it shipped directly to your home or source one from a junkyard. Transporting battery cells is difficult because they pose a fire hazard. Having fewer components doesn't necessarily correlate to the modularity of repairs. For example, my MacBook laptop has really only three main components: the shell (including the keyboard and display), the logic board, and the battery. On the other hand, my desktop computer has many modular components, including the CPU, GPU, RAM, and storage. If the logic board becomes faulty on my laptop, I only have to replace that one component, but that component almost constitutes the price of the laptop itself. In contrast, if the RAM on my desktop becomes corrupt, I can source that individual component. Vehicles are similar. If the valve spring on my internal combustion engine becomes faulty, I can replace that singular component and continue the life of the vehicle. I'm financing the cost of repairs over time. An electric vehicle powertrain really only has three components: the battery cells, the electric engine, and the liquid battery cooling system. If the battery cells become faulty, I only have to replace one component, but that single component could cost $10,000. The steep upfront cost for that repair makes it difficult to amass the capital needed to perform it. On the other hand, with an ICE, I can make incremental repairs to the drivetrain throughout its life.

self-assembled

ARM no longer offers better energy efficiency. It actually makes no difference. Zen 4 matches Apple's M2, but scales to higher power levels as well. And that's despite the fact that M2 has on-chip RAM which reduces traffic power consumption. The reason people had that impression for the last few years is that ARM processors didn't have to compete in the high performance space yet.

becool773

Chips means computer RAM's here?

colapen

Intel and TSMC doesn't make RAM and NAND Flash chips. Completely different semiconductor market. While Samsung is 2nd in the world for fabrication competing with TSMC, the main bread and butter for Samsung semi is NAND and RAM. Samsung has been playing the chicken game for 20+ years now. How do you think Japan which had 7 out of top 10 semiconductor companies is now no where to be seen in the top 10? Samsung, Hynix, Micron and IBM are a cartel and they have been driving out their competitors one by one for many decades now.

Revaivel

Samsung makes memory chips, not compute chips, so they aren't related. You don't mine with your RAM or SSD. Source: work in the semicon industry

sleepyunindividual

I'm worried that when inventory levels go back to normal we won't have the same great deals on RAM and SSDs.

tastypieceofmeat

Literally neither unless you’re a UX designer in SF and need something electric to drive to flex on your fellow tech bros Get a RAM TRX don’t be a beta

ImpossibleWar3757

I’m with you on this… hate to say it but I started with 50 bucks and a bag of belongings in June of 2019…. Living in a halfway house. I’m out here balling now 🤷🏻 I feel like I’m in a golden age. Bought a duplex, renting out half… I have a brokerage, traditional Ira, a Roth IRA AND a pension….. A PENSION (through a trade union) my mortgage rate is 3.25 I also drove a 2020 RAM , traded it in for 2021 RAM. I also bought my ex a 2017 Hyundai (traded it in when we broke up). And got my current wife a 2021 Kia. Started to lay down her debt and fix her credit while I’m sitting with an 800 credit score

kittywrastler

I like ARM, its overthrown the x86 monopoly which has been a natural monopoly for decades. x86 was invented and useful back when RAM was the limiting factor, you'd bundle operations together so your program could actually fit into the ram. Nowadays its seen as inefficient, and smaller instructions/RISC is better. But you simply require your application to have an ARM compiler to compile from something like C to assembly language.

ideal_NCO

SSDs are flash memory. RAM is flash memory. I get what you’re saying tho.

wsdog

Deals nothing with micron, they produce RAM not HDDs aor SSDs.

creemeeseason

No, I've used a few of their products. I find their UI to be overly simplistic to the point it infuriates me. Both on iphone and Mac. They tried to make it so simple, that it's overly complex. Nothing is where I want it to be. They don't interact well with non apple products too. Also, that proprietary "lightning" charger that costs twice as much as every other charger in the world.....maybe I don't want to use icloud! It's not that great. The iPhone features are always about 2 years behind the android equivalent, but apple does a better job marketing, so they pawn things off as fresh. They rave about their styling, but make everything so fragile you need to cover it with a case, so who cares?! Their stores strike me as so pompous I feel sick inside them. It's all about image and cool instead of getting me the stuff I want. And why is there ALWAYS a line there? What product is worth waiting in line for?! Maybe the occasional game or movie, but there's always a line!! And their stuff is always 30-40% more expensive than the android or PC equivalent. Even if I get one did product in my life, I can replace it and still spend less than the apple version. I've never had virus issues on PC, and I've been using them for almost 30 years. So, that seems like marketing hype. Also, I can't imagine the process to add RAM to a Mac. You probably need to be wearing a turtleneck and beg a genius for help.... Rant over. Like I said though, I've been underestimating apple for a long time, so obviously a lot of other people like them.

Barlimochimodator

RAM

mazrim00

Why is RAM halted? I read on here yesterday that they are liquidating but I've never had one do it that fast if thats the case. (Meaning returning money for shares).

Walrus_Watcher

RAM liquidating at $10.51.

That-Whereas3367

Using bridges to run a model across multiple cards is completely routine. NVDA is running an extortion racket that doesn't allow (undefined) 'datacenters' to use gaming cards. So you are forced to pay 5x as much for the same performance. \[The 80GB HBM2 RAM in the H100 is only worth about $200-300 more.\]

That-Whereas3367

The train left the station long ago. AMD and INTC and GOOG all have better enterprise AI hardware. Even the humble AAPL M1 laptop is surprisingly good at AI. NVDA charges $30K for the H100 which is basically a $1500 RTX 4090 gaming card with more RAM.

Rokinthem22syadig

Would a RAM or F150 be better to compensate for my small dick?

bmeisler

The computer running our 2nd-rate simulation needs a RAM upgrade.

ImRayShoesmithsSmile

it slows down other parts of computer. I think RAM and CPU

dumb_brick

Ford is gay, Chevy is Latino as shit (checks out all over US). Try RAM