Do MSI and ASUS have enough corporate/enterprise sales to offset the loss of consumer demand? With the RAM companies the consumer crunch is caused by AI companies bidding up the price of raw memory silicon well beyond what makes financial sense to package and solder onto DIMMs (or even directly solder the packages onto boards for ultra thin laptops).
Foofighter@discuss.tchncs.de 1 day ago
Next up: MSI, ASUS, … are pulling out of the consumer market due to falling revenue causing major price hikes.
GamingChairModel@lemmy.world 1 day ago
Nollij@sopuli.xyz 1 day ago
Asus is a significant ODM, supplying boards for brands like HP. I’m not sure what lines/models they make today, but they are a lot bigger than just their consumer lines.
TheObviousSolution@lemmy.ca 1 day ago
Here’s to hoping that it increases pressure to break the cartels and start getting the ball rolling on more independent foundries.
JoeBigelow@lemmy.ca 1 day ago
Problem I see with new foundries is that the profit is still going to be selling to data centers. It would take a philanthrope like Marc Cuban selling meds at cost, selling at a loss to enthusiasts.
Calling Marc Cuban a philanthrope feels icky, but he is doing a thing that I think is genuine.
TheObviousSolution@lemmy.ca 14 hours ago
It doesn’t matter as long a the supply continues to grow. It also helps make the rest of the world less dependent on a US hegemony that’s now going sour. When investment firms are buying up so much inventory for data centers that aren’t even operational, a big part of that exists as an excuse for market manipulation by the really big hitters that have their presence in those cartels anyway. Once they start feeding their own demise and market competition, they will back off pretty quickly and will likely saturate the market from the surplus inventory they are clearly hoarding under bullshit excuses to try to eliminate and buy up the nascent competition.