Surely all the memory makers are selling for roughly similar prices right? Like micron isn't giving a 50% discount just to build "customer loyalty" are they?
Micron is very good at maximizing their margins and have been for decades. They don’t sacrifice any margins in particular when there are multiple buyers for every chip they produce.
Look at graphs.
Edit. Samsung and Hynix are not going to buy business and sacrifice margins either.
Give China time and they will come from the bottom up and they will grab a massive market share with Beijing’s backing. They never enter any markets to be #2. The balance of memory makers must pursue the high end where margins exist.
Memory is a very difficult business. At one time there were many, many DRAM makers and in the 80’s the Japanese were poised to take it over and force everyone else out. Today the Japanese have no DRAM makers. Historically the DRAM makers had long cycles of burning cash for a decade +/- then a period of strong demand driven by some new thing/market and high profits went up
Fast typically that they had to bank those profits to survive the downturns. AI / DC has changes this game for now. The barriers to entry for new players is extremely high in hundreds of billions of capital.
Here's hoping. An data center bubble pop would be nice too. Need semi affordable gpus it I'm sticking to emulation and I'll play Goal 3 for the NES for the rest of my days.
lol this from the same company that completely abandoned the casual consumer market, and left the regular PC market out to dry... They're not a prime example of "loyalty".
Depends on if it is as good or better than other memory options. Think what is important is that China's AI build can source their own in house stuff instead of importing but no idea of US AI build outs will want to also utilize Chinese memory over more friendly suppliers. This is a Cold War-esque completion after all.
I just quoted a Dell PC with i7, 16gb memory and 256gb ssd , and another with 32gb memory (2x 16gb dimms) it was $1400 and 1800… $400 for 16gb memory in the client device market.
We did add a DisplayPort in there but still just using the integrated graphics. Part of the price is the 5 year support. But still $400 difference for 16gb memory… client device market is getting the shit end of the stick since mostly all memory being allocated to the server market for these datacenters.
Dell doesnt use one exclusive brand for memory btw, just noting how insane prices have gotten across the market.
Throw in a random capital letter somewhere and end it with "Thank you for your attention to this matter" and I would have said Donald Trump's staff wrote this.
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u/RealHornblower 1d ago
Surely all the memory makers are selling for roughly similar prices right? Like micron isn't giving a 50% discount just to build "customer loyalty" are they?