China will capture the consumer RAM segment in the future and then all of these companies will be moaning when the bubble pops and clamoring for protectionism.
Basically the same thing that’s happening with cars in the US, and we’re the ones getting screwed.
Fuck Micron, we will remember. It’s in their interest to pump up the bubble (with 16 SCAs announced by them with no disclosure as to who, which they would if it were anyone important, can we stop reporting press releases as fact, please). When it pops, or China eats their lunch, it will likely be worthwhile to just go insolvent and reincorporate rather than keep to this SCA for anything at scale. More grist for the IPO / stock pump hype mill.
As if their deals mean a damn
They mean as much as those investments into OpenAI
Surely if the bubble pops then micron are doing great as the deals are already agreed, but that RAM won’t be worth what companies paid for it either. What would they do with it, try and sell it off to recover some of the cost of the RAM they no longer need?
It doesn’t really matter. It’s an oligopol and they can set the prices however they want. There’s no alternative, since everyone - businesses and consumers alike - needs their product.
China can’t and won’t be able to compete, since they are far too much behind in manufacturing, chasing a moving target.
I don’t need to buy a more powerful PC if I don’t want to. I could game on 2GB just fine. I game on 32GB because when I bought it I could afford it and wanted to, but it isn’t a hard requirement. Still running an RTX2070 and see no reason to upgrade, when it dies the lowest spec GPU will probably be an upgrade.
Or micron reintroduces consumer ram while their competitors are locked into the bubble price. They then proceed to monopolize the market and things get worse
At this rate I suspect by 2035 I will be running a pi zero 3/4 as my main PC.
Hey, that ain’t your 256MB of RAM.
Don’t think anybody expected micron to return to the consumer market once they got on the gravy train. What I wonder is whether they’re like nvidia now, actually producing, shipping and getting paid, or are those SCAs just promises and more IOUs? Because just reading “micron exponential growth” everywhere does not inspire confidence.
What’s the knock on effect of production on the scale they all claim? Wouldn’t there be excess low bin product? 16gb single sided sticks because the 32gb failed qc? I know that’s a terrible analogy but you get where I’m going. There are almost no signs that the level of mfg that’s being claimed is actually happening. It’s all just dollar signs on paper getting pushed around so someone can say profits.
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