alessandroRAM now represents 35 percent of bill of materials for HP PCs
DamagePC manufacturers should grow some balls and tell RAM suppliers to lower the price or lose their business forever.
The RAM suppliers would probably be thrilled to end those consumer contracts, they could allocate more to high paying AI.
There’s no guarantee that AI companies will need this amount of product indefinitely, while PC manufactures will always need RAM. Alienating them would be commercially foolish.
hoshikarakitaridiaFoolish in the long term, but quite effective in the short term.
I don’t disagree, but it seems their priorities are not on long term stability.
They do this because everyone else allows them to. I think computer and device manufacturers have more leverage than RAM manufacturers if they join together. Yet they don’t, because today’s management class is vastly incompetent.