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Frant
King's Bounty
Posts: 24932
Location: Your Mom
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 Posted: Tue, 21st Jul 2026 15:18 Post subject: |
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Yeah, it's a true cartel scam. They finally found a way to do this with a minimum risk of government/criminal charges. The RAM cartels were caught every time they previously attempted it. This time they became part of the huge AI scam just like Nvidia etc. in order to protect themselves from government/legal charges.
It's the biggest scam in consumer electronics history.
I've seen so many articles about governments investigating AI startups that were immediately valued from billions to trillions of dollars only to collapse shortly thereafter while running away with whatever investments they got. At that point it's too late. The responsible ones were hidden from start, using figureheads to cover for them.
"London AI startup valued at $1,500,000,000 collapses after it's found to actually be 700 Indian engineers pretending to be bots"
"Market Decline: Worldwide PC shipments dropped 4.9% to 5% year-over-year in mid-2026, marking the first decline in nearly three years and ending nine consecutive quarters of growth. Research firms IDC and Gartner forecast a broader 10–11% contraction for the full year 2026."
The consumer PC market has already dropped by 5-6% and is continuing to fall. This will lead to manufacturers increasing their prices of motherboards, CPU's and other PC components outside RAM in order to get enough revenue to continue functioning.
We're fucked.
I'm sooo happy I bought my 32 GB DDR4 kit just before RAMageddon happened. I bought my Corsair Vengeance 2x16 GB kit for €100 two years ago.
Today a similar 2x16 GB kit is... wait for it.. €451
The heads of Samsung, Hynix and Micron should be taken out, put against a wall and shot. There are plenty of class action suits against them but they don't have the capacity or tools to perform thorough investigations and gather evidence. That's something governments or other large entities with enough power must do.
Ph'nglui mglw'nafh Cthulhu R'lyeh wgah'nagl fhtagn!
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| Posted: Tue, 21st Jul 2026 18:12 Post subject: |
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This is bullshit, it's the economy stupid. Now prices are high cause of demand so they make a lot of money. Memory makers were even losing money in 2023. It's a boom and bust cycle. But almost everything they earn is reinvested in new production capacity so things will normalize.
It sucks that we had the covid/crypto price surge first and then this but it's what it is.
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| Posted: Tue, 21st Jul 2026 18:14 Post subject: |
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where is all this ram AND SSDs plugged into ... the data centers havent been built yet and u arent fooling me that they are buying the ram 2-3 years before the buildings are built lol ... then ddr6 is out
its just sitting somehwere in a warehouse NOT BEING USED ...
and guess what . these centers wont ever be finished when people figure out there isnt customers for them ... they already peaked and the customers will just jump from the one cheaper better llm to the next .... THERE IS NO GROWTH ... ITS ALL FAKE so those data centers will never see real capacity use
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DXWarlock
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Posts: 12125
Location: Florida, USA
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| Posted: Tue, 21st Jul 2026 19:09 Post subject: |
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| friketje wrote: | | This is bullshit, it's the economy stupid. |
It's not just the economy. To say so is also...stupid.
| Quote: | | Now prices are high cause of demand so they make a lot of money. |
That's how it works in everything supply/demand. Doesn't mean the consumer has no right to complain. Just its the source of the complaint, not excuse it away.
| Quote: | | Memory makers were even losing money in 2023. It's a boom and bust cycle. |
Again, not sure how this is a defense of the prices. Just an observation of the cause of that cycle. And the pending price fixing suits show the boom is being exploited.
| Quote: | | But almost everything they earn is reinvested in new production capacity so things will normalize. |
Capex is enormous but not "almost everything" by any means. Hynix is the only one that is close to matching that claim. Samsung is stockpiling. Shareholder returns, dividends, buybacks are eating profits.
| Quote: | | It sucks that we had the covid/crypto price surge first and then this but it's what it is. |
Crypto mining primarily hit GPU/VRAM markets, not system DRAM directly. That framing isn't wrong exactly, but conflates distinct events.
-We don't control what happens to us in life, but we control how we respond to what happens in life.
-Hard times create strong men, strong men create good times, good times create weak men, and weak men create hard times. -G. Michael Hopf
Disclaimer: Post made by me are of my own creation. A delusional mind relayed in text form.
Last edited by DXWarlock on Tue, 21st Jul 2026 19:13; edited 2 times in total
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| Posted: Tue, 21st Jul 2026 19:10 Post subject: |
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What are you smoking, there are tons of data centers being build.
It sucks but no one is to blame. In the end PC hardware will be dirt cheap cause the prices are bloated with margin for the industry. But consider that almost every dollar is reinvested in future capacity, things will be fine in the long run and prices will collaps some day in the future.
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DXWarlock
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Location: Florida, USA
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| Posted: Tue, 21st Jul 2026 19:17 Post subject: |
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Where did I say they wasn't?
The big three are deliberately reallocated capacity for that. Memory manufacturers have reallocated more than three times the wafer capacity to producing HBM chips, compared to conventional DRAM, actively shorting DRAM supply.
This is the issue. No consumer CPU uses it. No consumer GPU uses it either.
| Quote: | | But consider that almost every dollar is reinvested in future capacity |
Again, provable not true. Unless you mean HBM packaging. THAT is true. Your statement implies capacity ramping includes end user dimms and chips. Not so.
End user compatible ram capacity is not being increased (not in any meaningful way, only as a offset mechanic). HBM is eating fab and packaging capacity that would otherwise make the DDR5 sticks you actually put in your PC. You're not competing with datacenters to buy the same product, you're competing for the wafers that get turned into different products. (unless you want 512GB stick of server RAM for home use).
They ARE ramping up capacity, in a manufacturing line that cannot down the line be used/transitioned into end user products. So say datacenter demand collapsed tomorrow, that means nothing for us. Most of the tech, machinery, package building line can't be used to make our RAM. It's totally different. So what they are investing in, even if later demand drops for it, is dead weight. The machines are not made, to make ours.
 Spoiler: | Digging into it as I was only marginally sure: TSV drilling equipment, thermocompression bonders (TC-NCF), MR-MUF dispensers, and CoWoS-style interposer/packaging lines are HBM-specific. That equipment can't make consumer DDR5. If HBM demand vanished, that specific investment would be stranded. It IS fungible to a degree, but they would need more investment to convert it. |
-We don't control what happens to us in life, but we control how we respond to what happens in life.
-Hard times create strong men, strong men create good times, good times create weak men, and weak men create hard times. -G. Michael Hopf
Disclaimer: Post made by me are of my own creation. A delusional mind relayed in text form.
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| Posted: Tue, 21st Jul 2026 19:55 Post subject: |
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I am just sooo glad I upgraded to a 4070 Super and 5700x3D in late 2024. There will not be any meaningful upgrade in the power of PC components for the next years, as they can simply keep selling the current stuff at increasingly higher prices.
“The only way to deal with an unfree world is to become so absolutely free that your very existence is an act of rebellion.”
- Albert Camus
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DXWarlock
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Posts: 12125
Location: Florida, USA
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| Posted: Tue, 21st Jul 2026 20:14 Post subject: |
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@friketje
I could agree, depends on your meaning of: It sucks but no one is to blame.
Do you mean no one person/entity is to blame. Or no one, at all, is to blame?
I can't agree with the second. It's a human driven economy, impacted by human decisions, and human situations. There has to be a set of humans that facilitated its current state.
-We don't control what happens to us in life, but we control how we respond to what happens in life.
-Hard times create strong men, strong men create good times, good times create weak men, and weak men create hard times. -G. Michael Hopf
Disclaimer: Post made by me are of my own creation. A delusional mind relayed in text form.
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DXWarlock
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Posts: 12125
Location: Florida, USA
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| Posted: Tue, 21st Jul 2026 20:28 Post subject: |
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I can agree with that somewhat.
But intent to do so, and tangential result of doing so doesn't mean lack of blame. It just means the did not mean for it to be part of their actions, but still is.
edit better example
Sort of like, to me, Climate change. Doesn't mean someone isn't to blame for it. Just no company set out with the intent to affect the atmosphere and global climate structure.
As blame doesn't always mean willingful guilt. Just means catalyst of.
We might mean blame different? You are working in the area of blame = evil intended plan. I mean it = intended, or unintended, agent in cause of.
-We don't control what happens to us in life, but we control how we respond to what happens in life.
-Hard times create strong men, strong men create good times, good times create weak men, and weak men create hard times. -G. Michael Hopf
Disclaimer: Post made by me are of my own creation. A delusional mind relayed in text form.
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| Posted: Tue, 21st Jul 2026 21:44 Post subject: |
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at what point does a phone or a pc and vital compontents for repair become a right like water n electricity ... all these cunt governments with all their consultant wasted .gov websites n platforms u need to use to do ur taxes or make appointments ....
it should be criminal to not produce enough ram and ssds for normal citizens ...
actually they already are these cartel whores
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Frant
King's Bounty
Posts: 24932
Location: Your Mom
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| Posted: Wed, 22nd Jul 2026 22:55 Post subject: |
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| friketje wrote: | "What are you smoking, there are tons of data centers being build."
"It sucks but no one is to blame."
...
"I don't blame the industry at all at for what they are doing." |
Yes, tons of AI data centers are being built and many have already been built. Interestingly enough many of them are just empty shells and some of them aren't even connected to the power grid. Hmmmm. Why?
Because they're used as fronts for pulling in investors to invest ridiculous amounts of money (due to the AI boom). Those empty AI centers are being used as physical "red herrings" to hide behind in order to run their cartel scheme.
The RAM manufacturers was losing money in 2023 because of oversupply, thus putting the consumer on the winning side of the supply/demand game. The manufacturers had severely miscalculated and fucked up. What to do about it?
Manufacturer 1: "Hey, we've lost 17% on gross margins this year because we cut production way too late; in other words, we all fucked up. Let's try the cartel thing again?"
Manufacturer 2: "Dude, the last couple of times we did that we were caught red handed and had to pay ridiculously expensive fines. Nope. Let's ride this out. We've cut a lot of our production and the amount of product in our warehouses are beginning to shrink."
Manufacturer 3: "Hey you two, I've got an idea. We're in this massive AI boom right now. What if we used it to create an artificial shortage of RAM so we can raise our prices exponentially? We've got the connections needed to help create fronts for our little "project". They could form "temporary" AI businesses that will require a TON of RAM. We'll starve the consumer market who will become desperate enough to pay whatever we want them to pay."
Manufacturer 1: "Hey, that's a fucking great idea. Since we're "selling" our RAM to those front businesses we can create an insane demand for our stuff. We won't raise our production to meet the consumer demand. We keep our RAM stocks to ourselves, incrementally raise our prices and become obscenely rich. Using those front businesses as an excuse we can sell 50%+ less RAM for 600% higher price."
Manufacturer 2: "Fuck, you two are geniuses. Any legal probes into our little scheme will have a very difficult time to find any kind of evidence since it will look pretty damn legit from the outside. We're going to roll in money."
Manufacturer 3: "Guys, let's call those AI boom scammer pals and get things rolling. It will be glorious. Oh, btw, I spoke with Jensen earlier today. He actually gave me enough advice about this. He's become a real hero to me."
By using reading comprehension, deduction on existing information (including critical reading), plausibility assessment and looking up information from different sources etc. it's not difficult to see the pattern behind the cause of RAMageddon. Add to that the fact that they've been caught doing this shit before which led to severe fines etc.
There are currently investigations done by DOJ and other entities, there are class action lawsuits against the cartel by businesses and others that have suffered losses due to the RAM-cartel practices.
However, the way things have become since ~2020 I don't hold much hope for thorough investigations. Corruption, esp. in the US, is at an all time high. After all, Trump replaced all the important positions in DOJ with his own goons.
Ph'nglui mglw'nafh Cthulhu R'lyeh wgah'nagl fhtagn!
Last edited by Frant on Wed, 22nd Jul 2026 22:58; edited 1 time in total
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Frant
King's Bounty
Posts: 24932
Location: Your Mom
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| Posted: Wed, 22nd Jul 2026 22:58 Post subject: |
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| PickupArtist wrote: | at what point does a phone or a pc and vital components for repair become a right like water n electricity ... all these cunt governments with all their consultant wasted .gov websites n platforms u need to use to do ur taxes or make appointments ....
it should be criminal to not produce enough ram and ssds for normal citizens ...
actually they already are these cartel whores |
Our western societies have become extremely dependant on computer tech. It's quite difficult to live without having some kind of computer (smartphone, laptop, PC) for many tasks whether it's banking, contacting governments, payments and so on. Computers have become ubiquitous in our daily lives.
Ph'nglui mglw'nafh Cthulhu R'lyeh wgah'nagl fhtagn!
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. It just happens. And companies have to make as much as money as they can, that's what they are supposed to do. Otherwise the CEO will get fired. It just happens, there is no evil plan behind it.
