alessandroFeb 25

RAM now represents 35 percent of bill of materials for HP PCs

https://lemmy.ca/post/60967689

RAM now represents 35 percent of bill of materials for HP PCs - Lemmy.ca

Lemmy

Show threadDamageFeb 25
PC manufacturers should grow some balls and tell RAM suppliers to lower the price or lose their business forever.
Show threadTacoSocksFeb 26
The RAM suppliers would probably be thrilled to end those consumer contracts, they could allocate more to high paying AI.
Show threadDamageFeb 26
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.
Show threaddroans
That’s exactly why they can alienate them. The PC manufacturers don’t really have many vendors to choose from.
Feb 26 at 2:48pmWeb
Show threadDamageFeb 26
For now. Would you risk a long-standing relationship with your most important customers for a temporary boost in income?
Show threaddroansFeb 26

Wouldn’t be the first time. They got caught in a huge price-fixing scandal just about a decade back and nothing changed.

And again, where are the customers going to go? There’s only so much capacity and no one’s building new plants.

Show threadDamageFeb 26

no one’s building new plants

so far