It may pop on the stock market but so far the financial reports have been meeting the expectations and even more (Intel last reported profits were 1000% above analysts previsions). tsmc, micron, ... have enough orders to work at maximum production capacity for the next three or four years. I doubt the prices will go down anytime soon.
AMD & NVIDIA Could Kill Off Budget GPUs as Memory Shortages Drive Costs Up, Leaving Entry-Level Gamers With Little Options
- Thread starter LectureMaster
- Start date
- Rumor Hardware
winjer
Member
The three companies, Micron, Hynix and Samsung, are the only ones that produce dram chips. They supply everyone else.
Buggy Loop
Gold Member
Obviously, but they're the one accepting volume orders as the supplier so why would that be relevant? The numerous PC manufacturers and console manufacturers both order from them as clients when making products.
there is also Nanya who sometimes supply Corsair so they're not technically the only ones but let's just assume Micron, Hynix and Samsung are the only ones for simplicity
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bitbydeath
Gold Member
T
Three
has articulated it better than I had.
The crux of it is both Sony and Nintendo order from the manufacturers in large consistent qualities. You don't get that anywhere else.
And while yes, there are more servers/pc's sold, they don't get sold/proposed under the one contract as it's coming from an enormous amount of buyers, and even those buyers aren't as consistent in terms of what they're actually buying unlike console manufacturers.
The crux of it is both Sony and Nintendo order from the manufacturers in large consistent qualities. You don't get that anywhere else.
And while yes, there are more servers/pc's sold, they don't get sold/proposed under the one contract as it's coming from an enormous amount of buyers, and even those buyers aren't as consistent in terms of what they're actually buying unlike console manufacturers.
Unknown Soldier
Member
I was planning on sitting on my 5800X3D for awhile longer but with memory prices going straight up I'm wondering if I should just panic buy into a 9800X3D now. The 9800X3D CPU and the X870E motherboard are both still regular price and have BF deals going on too, and so far the price of memory has merely doubled so it's still worth considering. I ended up having to do an unexpected rebuild anyways when I had to buy a new case to fit my 5090 so at this point I'm already 85% of the way to an overhaul and pulling the machine apart again to put an AM5 build in wouldn't be a big issue
I dunno, should I do this? I know my 5800X3D bottlenecks my 5090 but damn I wasn't wanting to be forced to do this so soon...
JohnnyFootball
GerAlt-Right. Ciriously.
So...I'll add some thoughts to this.
I am inclined to believe that Valve has already worked out memory deals, otherwise I have a really hard time believing they would announce this. Only Valve knows.
if that is the case and Valve did get favorable RAM deals then this SteamBox COULD be the only affordable device available for anyone to buy.
That's a big if, but one that could pay off very handsomly if true.
I care about the success of this ONLY cuz I want SteamOS to gain traction. That's all I care about.
I am inclined to believe that Valve has already worked out memory deals, otherwise I have a really hard time believing they would announce this. Only Valve knows.
if that is the case and Valve did get favorable RAM deals then this SteamBox COULD be the only affordable device available for anyone to buy.
That's a big if, but one that could pay off very handsomly if true.
I care about the success of this ONLY cuz I want SteamOS to gain traction. That's all I care about.
Wolzard
Member
It's likely. Memory manufacturers say they've already sold out of their 2026 production.
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Black_Stride
do not tempt fate do not contrain Wonder Woman's thighs do not do not
We're never getting anything remotely close to affordable again. I hope the bubble bursts hard and Nvidia goes bankrupt.
The GTX 1070 and 80
The RTX 3060Ti/3070 and even pandemic 3080LHRs...........
Entry price now????
I assume im gonna be putting down over 700 bucks for my next GPU.......just out the gate.
IDKFA
I am Become Bilbo Baggins
6090 will be £3K. 6050 £999.
Sethbacca
Member
We went straight from crypto shortages into AI shortages. It's been a rough few years.
Trogdor1123
Member
I don't mean to split hairs here but I believe they actually by access to wafers and manufacturing time now. That's how it was explained to me and it's certainly how tmsc prices their work.
JohnnyFootball
GerAlt-Right. Ciriously.
This really fucking sucks for those who want to upgrade. Luckily both of my PCs have 32 GB of low latency DDR5.
RickMasters
Member
maaaan. everything is going up in price these days! but dont ram prices fluctuate from time to time? prices will most likely come back down when the ram shortage is no longer a thing but its hardly worth killing off the low end market.
winjer
Member
Expect Higher GPU Prices: AMD Increases Costs by At Least 10%
AMD has now issued a notification to its partners that it will raise the prices of its GPUs by at least 10% due to rising memory prices.
wccftech.com
ExtendEmbraceExtinguish
Member
Lmao at folks wanting this bubble to pop because the results will be worse. Bubble pops say goodbye to most aa dev and most costly anticipated games with that consumer demand gone as the priority will be survival. Only way to stop inflation is some good old deflation 
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How would the AI bubble popping mean goodbye to AA game devs, I'm curious.Lmao at folks wanting this bubble to pop because the results will be worse. Bubble pops say goodbye to most aa dev and most costly anticipated games with that consumer demand gone as the priority will be survival. Only way to stop inflation is some good old deflation
AltruisticFormality
Neo Member
PS5/XSX have more GDDR but Steam Machine still has more RAM in total (8GB of GDDR6 + 16GB of DDR5).
PS5: 16GB GDDR6 + 512MB DDR4 (SSD cache)
PS5 Pro: 16GB GDDR6 + 2GB DDR5 + 512MB DDR4 (SSD cache).
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ExtendEmbraceExtinguish
Member
same as 08 crash. Investors pull back and projects get cancelled. Make no mistake I want this to happen as it resets the market to a better place however the fallout will be worrisome as most folks are paycheck to paycheck.
Unless these companies budget as in from software take demon souls needed 100k sales to break even.
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BlueManifest
Member
Considering nvidia ai GPU's are sold out until 2027 with more still being sold on top of that it's not bursting anytime soon and may not even burst ever but just slow down eventually
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Hohenheim
Member
If you have the money for it, get the 9800x3D and a x870e mobo. If you already have the 5090, you're gonna be good for a long, long time. (Unless the cable melts, that is).
I was planning on sitting on my 5800X3D for awhile longer but with memory prices going straight up I'm wondering if I should just panic buy into a 9800X3D now. The 9800X3D CPU and the X870E motherboard are both still regular price and have BF deals going on too, and so far the price of memory has merely doubled so it's still worth considering. I ended up having to do an unexpected rebuild anyways when I had to buy a new case to fit my 5090 so at this point I'm already 85% of the way to an overhaul and pulling the machine apart again to put an AM5 build in wouldn't be a big issue
I dunno, should I do this? I know my 5800X3D bottlenecks my 5090 but damn I wasn't wanting to be forced to do this so soon...
But why would investors pull back from gaming projects when the AI bubble pops? Wouldn't that make gaming machines more affordable and people more likely to buy into it? And which employees would be living paycheck to paycheck the ones building AI?
All these AI companies are paying eachother mostly while sucking investors dry.
If the bubble pops it would be more contained than it has ever been.
ExtendEmbraceExtinguish
Member
Because most likely it is not their only investment. And in a deflationary environment they will chase better returns.But why would investors pull back from gaming projects when the AI bubble pops? Wouldn't that make gaming machines more affordable and people more likely to buy into it? And which employees would be living paycheck to paycheck the ones building AI?
All these AI companies are paying eachother mostly while sucking investors dry.
If the bubble pops it would be more contained than it has ever been.
We have cash strapped gamers cutting back, the dominant games are ftp/gaas with sp being risky for investors and even players ( metacritic/genres/vs games on sales/early access ect..).
Ps I have no problem with eurojank and other jank games but the audience that wants AAA in AA don't understand that.
HerjansEagleFeeder
Member
Hohenheim
Member
Never!!