Spraying kerosene over the DRAM inferno, US commerce secretary suggests memory chip makers could face 100% tariffs unless they commit to increased US production
Spraying kerosene over the DRAM inferno, US commerce secretary suggests memory chip makers could face 100% tariffs unless they commit to increased US production
That’s not true, often be threatened to invade places. Two notes.
But he just learned “whole milk” is spelled with a W, so he is learning new things.
I wish your comment wasn’t downvoted as it is fair.
While this community is hosted on our Canadian instance, I believe that it’s still fair to post here as we (for better or for worse, currently worse) share close borders with the US and in the PC parts marketspace, generally whatever happens there tends to have effects up here as well.
Funnily enough in this case however; Trump’s decision will likely make markets outside the US better, Why?: well American companies themselves will likely redirect incoming parts to other nations as the tarrif cost will be difficult to bear in such short notice.
- we saw this happen during Trump’s initial tarrif snafu and we’re probably gonna see this happen…again. What a fucking moron.
For my American friends, this really blows and I’m sorry :/
For those who I know, when I’ve got time I’ll try to calculate if it’s worth shipping parts into the US from Canada. It’s so stupid that THIS is the timeline we’re living in.
No it’s not a fair comment, it completely misunderstands how the Piefed and the Fediverse works.
It’s like complaining about Canadian news being posted on Reddit.com, because Reddit is a US website.
Or complaining about introverts being on Piefed.social.
There nothing available to the rest of the world because AI companies have bought the supply and they’re not going to not buy it just because of the tariffs.
Now onto the cheering of lowering prices.
I honestly think it wont, especially in the long run.
I they move production onto US soil with the threat of tariffis and not with incentives like the CHIPS act, the prices will go up, not just for the US but for everyone.
Take a look at TSMC and their current investments in the US. This investment is going to alter the global supply chain with these plants expected to provide around 30% of the global supply. And even now with the first plant, the company announced that the ROI is of course less than because it costs more to build here from materials, regulations, and staffing, which they’ve been moaning that they have a lack of qualified people in Arizona, go figure.
TSMC has already announced that they plan to raise prices in the 2026 year and expanding in the US so do you think that this raising in prices is just due to AI or do you think they’re also making up for US production costs too? I tend to think it’s a reaction to both since they did officially say it was a price raise to “expansion costs” and what do you think will happen if the a company like SK Hynix, which is planning on expanding fabs, move it to the US for all global supply, will do to prices of RAM?
My two cents.
Yes please.
Signed Europe.
Americans right now
You aren’t meant to own things and we will take them away.
These companies will “commit to” increased US production of DRAM by paying an intern to spend the next 2-ish years “researching potential sites”
You’re wrong, don’t be ridiculous. Why would these companies pay an intern?
Isn’t companies like NVIDIA in USA one of the reasons for the RAM shortage? If he kills demand and pops the bubble, it will be hilariou-
WE NEED TO SHORT, NOW!