#memorycrisis — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #memorycrisis, aggregated by home.social.
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Palmer, Novet, and Kolodny report: Is the AI buildout sustainable? Amazon, Alphabet, and Tesla are cash flow negative, with Meta's generation plunging 91% due to brutally expensive AI development and soaring memory costs. Even Apple is hiking prices, leaving investors questioning if this massive spending will ever pay off. Get the full story on Big Tech's ballooning costs.
https://www.cnbc.com/2026/07/31/tech-earnings-cash-memory-ai.html #AI #BigTech #TechEarnings #CashFlow #MemoryCrisis #Investing -
Ed Zitron interview @ The Tech Report... “I think we’re on the path to the first real tech Great Depression.”
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"Samsung, SK Hynix, and Micron have been slapped with a class action lawsuit for price fixing and market manipulation of RAM. This is a big deal because these three companies together manufacture around 89% of the entire global DRAM market.
The suit says that “the DRAM oligopolists have simultaneously cut production, coordinated a pivot to HBM and exit from DDR3 and DDR4, and otherwise decreased and locked up conventional DRAM supply while prices charged up with mind-blowing scale and rapidity. Samsung, SK Hynix, and Micron continue to squeeze conventional DRAM supply, simultaneously and publicly directing their resources towards less profitable-per-die HBDM – or in some cases, simply junking conventional DRAM supply channels together.”
The suit also claims that the three companies are aware that competitors can’t enter the DRAM market because the cost and knowledge required are too steep for newcomers to overcome. And therefore, they make decisions based on the unofficial market protection they collectively enjoy."
#RAM #RAMMemory #MemoryCrisis #PriceFixing #MarketManipulation #Oligopolies
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Looks like Apple won't absorb anymore the price increases in memory and will raise prices soon as well.
Too keep profits margin, they would need to raise the price at least 33% for the next iPhone.
Well, looks were are into a ride now. Maybe buy your new Phone now.
#apple #memorycrisis -
💾⚠️ Die RAM-Krise spitzt sich zu: Nach Microns Ausstieg bei Crucial droht eine „historische Speicherknappheit“. SK Hynix & Samsung diktieren jetzt den Markt – KI-Rechenzentren saugen den Nachschub auf. PCs, Smartphones & Konsolen könnten bald deutlich teurer werden.
👉 https://www.n-tv.de/technik/PC-und-Smartphone-Preise-koennten-explodieren-id30117217.html
#TechNews #KI #Hardware #Inflation #MemoryCrisis #Neewz