Micron/Crucial leaving the consumer memory market place to focus solely on enterprise (AI/data center) memory sales.

pqueue said:
all of the chip manufacturing fabs (e.g. TSMC) - for cpu, gpu, ram - are pretty much running at or near full capacity, with availability schedules stretching out 18+ months for some products.

they are trying to build new fabs, but fabs are expensive and take almost a decade each to build and get up to production.
Click to expand...

There are very strong incentives to find ways to speed up fab construction times so those will decrease over the years.

How much they will decrease by and how quickly is unclear though. Those processes have already long since began.

Also, i'm not sure about 10 years for fabs at all. Where are you getting such a figure from? For which fabs?
 
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time to stock up PCfats:

e9uiMEWv9EjtlSbU.jpg
 
I get that's where the money is RIGHT NOW, but it's always good to have a contingency plan just in case shit falls through.

Whatever the case, if I were to expect this announcement from anybody I would have expected it to be Nvidia announcing they're leaving the consumer space.
 
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AI is truly screwing us up just not like in the movies, no need to shoot they will end the human race, just a matter of time before everything is AI both seller and buyer.
 
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pudel said:
I dont see even money here....only very big hopes and dreams!
Click to expand...

We'll see in 2-3 years given the projections companies like Anthropic and OpenAI have made. The discussion about profitablity will be a lot more evidence-based by, say, late 2027. But we'll have some indications throughout next year and 2027.

Certainly, their revenues are rocketing up at almost unprecedented rates. No profits yet, of course.
 
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Elios83 said:
PC gaming is basically fucked for the immediate future.
But these companies deserve that the bubble bursts.
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Are you assuming consoles wont use NAND and DRAM?

Seiryu21 said:
Do you need data to know that games are being pirated?

I was just making the point that if your options were to sell to a large corporation who can promise a steady stream of revenue or a consumer who is unreliable, you would choose the reliable option.

This thread isn't specifically about software but I just threw that in there to illustrate why this might become a trend for other things in the consumer PC space.
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Even if every PC gamer was pirating games.......they wouldnt be pirating the hardware and would likely actually spend more on their hardware knowing they can get every game "for free".

Note PC piracy isnt anywhere near as rampant as you make it sound.

Theres games from 2020 that still havent been cracked and the continence of just buying on Steam/GOG gets people in.
 
We need stronger laws to protect the consumer market but with this administration we can forget about it. Consumers are are going to get fucked for the next few years. So glad tariffs scared me into buying my upgrades sooner than later. Where is China with the cheap shit when you need it?
 
Elios83 said:
Because with PC gaming you basically have the companies that don't give a fuck anymore about selling to the end users (nVidia and now RAM manufacturers)....and the end users :messenger_grinning_sweat:
The other option left is buying branded PCs that will be sold either with shitty specs or with outrageous prices with no fair middle ground.

You then have mega corporations like Apple, Sony and others that are not going to give up on reaching sales targets for their products (smartphones, consoles, etc) because their business is based on that, and although they will be impacted, that's inevitable, they are still really powerful customers ordering tens of millions units of components per year. They have the financial strength, parts sourcing and stocking strategies and ultimately the leverage to workaround the situation. They could even decide to invest to open their own manufacturing lines although this is a longer term solution.
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Did you miss the part where apparently Samsung won't even make long term contracts with .... Samsung?
 
StereoVsn said:
Well, this is going to suck even more now. Next year will be crazy. I am also expecting next gen console launches to get pushed as well unless there are major changes by end of next year.
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This madness is going to affect much more than just the PC and gaming business. This could hit every single manufacturer on the planet making electronic products because anything has a CPU inside will need RAM. Sometime in 2026 you'll read about car/fridge/mobile phone/synthesizer/camera/TV/drone/tank/ manufacturers having to suspend production because they simply can't source RAM anymore to get their product lines moving anymore. Governments might even have to step in to force the likes of Micron, Samsung, etc to produce non-AI datacente RAM to prevent entire industries from having to halt production ...
 
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Montauk said:
We'll see in 2-3 years given the projections companies like Anthropic and OpenAI have made. The discussion about profitablity will be a lot more evidence-based by, say, late 2027. But we'll have some indications throughout next year and 2027.

Certainly, their revenues are rocketing up at almost unprecedented rates. No profits yet, of course.
Click to expand...
Yeah...lets see how that plays out. I cant really see a demand for AI slop from consumer side, but I certainly see a demand for pc's. Its really weird.
 
kruis said:
This madness is going to affect much more than just the PC and gaming business. This could hit every single manufacturer on the planet making electronic products that has a CPU inside will need RAM. Sometime in 2026 you'll read about car/fridge/mobile phone/synthesizer/camera/TV/drone/tank/ manufacturers having to suspend production because they simply can't source RAM anymore to get their product lines moving anymore. Governments might even have to step in to force the likes of Micron, Samsung, etc to produce non-AI datacente RAM to prevent entire industries from having to halt production ...
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This is how I am starting to see it. I mean, what good is all this AI if nobody has the consumer products to actually use it? That's where this could be heading.

People like Sam Altman legit scare me.
 
Okay think about it - IF you have the money, would you rather get fucked for $200 rn or spend the next year hoping it goes back down and worrying about it?
 
Well guess my plans to switch over to PC aren't going through in the short to mid term

pqueue said:
Hell they (the tech giants) are even cannibalizing themselves:

wccftech.com

Samsung Has Reportedly Rejected A DRAM Supply Request From Its Own Mobile Experience Division As It’s Focused On Maximizing Profitability

To maximize profitability, Samsung has had to make some hard choices, with one of them reportedly being rejecting a DRAM supply request from its own division
wccftech.com wccftech.com

Samsung Has Reportedly Rejected A DRAM Supply Request From Its Own [Samsung Galaxy Phone division] As It's Focused On Maximizing Profitability

As DRAM prices begin to soar, internal conflicts between two of Samsung's divisions have begun to materialize. The Korean giant's semiconductor arm, also known as DS, has reportedly refused to supply its Mobile Experience (MX) sector with more than a year's supply of DRAM chips for multiple Galaxy smartphones as it now aims to prioritize profitability over anything else.

Industry sources informed Sedaily that instead of a contract that ensures Samsung's MX division will receive a healthy supply of DRAM from DS for more than 12 months, a renegotiation of terms will likely come up every three months. This means that the company's smartphone division will have to request DRAM supplies on a quarterly basis due to rising memory prices. The report mentions that the situation has become so dire that Samsung's high-ranking executives had to intervene and negotiate accordingly.
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K25JVmFh3VK1Bn5d.jpg
 
Mayar said:
Well, actually, we're already practically there. Because we already use digital stores and with Steam, for example, you don't buy a game but a license to play it, so you don't own it. We've already passed the point where users don't own the software. The next step is essentially transferring capacity from local PCs to data centers to ensure performance, and yes, that will take much longer. But we're slowly moving towards it. And then we will get closer to the formula, when we will no longer own either software or hardware.
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That's why people should rally around phisical hardware and reject Cloud, and gather around phisical editions of games and only buy digital smoke at 5 to 10 dollars.
 
We are heading towards a bleak future where the only affordable way to play games is streaming from these same data centers.

I think devs are gonna target 8GB GPUs for a very long period of time until then.
 
Boo Who? said:
You sure about that? Again, Samsung won't even sell to itself.
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Obv just an assumption on my part, who knows anything at this point. I don't see any of these companies giving up multi billion dollar relationships though.

The people that are going to be most fucked by this will be the PC enthusiast market.

That's my prediction anyway.
 
* for now

if they were so sure of this whole AI server thing they would be overstocking their warehouses but they are not and they are limiting their supply.
 
Sethbacca said:
Obv just an assumption on my part, who knows anything at this point. I don't see any of these companies giving up multi billion dollar relationships though.

The people that are going to be most fucked by this will be the PC enthusiast market.

That's my prediction anyway.
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This is cope. They will chase every penny they can. Sony is gonna be competing against data centers who will gladly outbid them for all this hardware. The chipmakers do not give a fuck about long term relationships when there's huge money on the table right now. Why would they? It's not like Sony is gonna manufacture its own RAM.
 
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