what if we cannibalize our long-term viability for a short-term gain says every dipshit in charge of tech hardware manufacturing.
The dominoes are falling: motherboard sales down 50% as PC enthusiasts are put off by stinking memory prices
Submitted 9 hours ago by themachinestops@lemmy.dbzer0.com to technology@lemmy.world
Comments
underisk@lemmy.ml 8 hours ago
ferrule@sh.itjust.works 8 hours ago
you know when the bubble pops and they no longer have AI companies buying RAM they will switch back to consumers and keep the high prices.
underisk@lemmy.ml 8 hours ago
if they’re still around when the financial shell game they’re playing finally comes to a stop. who am i kidding the government will bail them out.
SocialMediaRefugee@lemmy.world 2 hours ago
Absolutely
DScratch@sh.itjust.works 5 hours ago
Of course, not all the companies survive and now there’s decreased competition, so we can shove prices up a little bit further
kboos1@lemmy.world 3 hours ago
That’s every company, most upper management don’t stay in one position for more than 2 years. So the system is setup for short term gains because investors aren’t interested in long term investments and the blowback is the next guys problem. Who then is looking for the next big win to cover up the last guy issues without fixing anything. Then they bring in someone to clean up the mess and the cycle starts again.
Plus most consumers have short memories or don’t have an alternative so their stuck. There are small groups holding on but for 75% of the world’s population right now it’s Android or iOS, AMD or Intel, AMD or NVIDIA, Samsung or WD or Seagate or SanDisk, Att or Verizon, Apple or Microsoft, and so on.
4am@lemmy.zip 7 hours ago
Every business is doing this for everything. To different degrees but they are all chasing their “get our fortune now and get the fuck out because the sky is falling” mentality. Have been since Trump 1.0 and now it’s accelerating rapidly.
SportsRulesOpinions@lemmy.world 5 hours ago
You have to remember that “get that bag” is practically inherit to business. We spend a lot of time and effort making it illegal to fuck people over and do bad business stuff, but kinda-sorta since Regan the businesses have slowly been winning that battle.
BrianTheeBiscuiteer@lemmy.world 4 hours ago
Also your reputation. I had a Crucial SSD and was days from getting an identical one as a backup but then they said they were stopping consumer RAM sales so they’re now on my blacklist.
ronigami@lemmy.world 5 hours ago
how are they in control? market demand is an outside force
ColeSloth@discuss.tchncs.de 2 hours ago
I went from thinking about a full rig upgrade, to just buying the best used processor and GPU my am4 board could handle with my current PSU and ddr4 ram.
Went from a ryzen 1600x and a Nvidia 1060 to a ryzen 5 5600x and a Radeon rx 6600 xt. I’ll be able to ride that out for a few years no problem.
01189998819991197253@infosec.pub 2 hours ago
The artificial price hikes actually saved you money. Noice!
real_squids@sopuli.xyz 1 hour ago
Nice, had a nitro 6650xt, can’t recommend enough if it makes sense financially
ColeSloth@discuss.tchncs.de 51 minutes ago
Paid under $200 for it and it punches well above the 1060 I’ve been using. Wanted a Radeon because they play nicer with Linux and this card is the beefiest AMD I could go without having to also buy a new PSU. Also couldn’t go much nicer anyhow or I’d be creeping up on games cpu limited, so it pairs nicely with the r 5 5600x. So for me and my particular set up it made for a nicely balanced hardware and cost choice. After this it will just be time for all new hardware in a few more years.
ptu@sopuli.xyz 1 hour ago
AM4 unite! Have had 3600X and 2070 super since 2019 and still works well. Although some USB-ports on the mobo are starting to degrade.
ColeSloth@discuss.tchncs.de 1 hour ago
That’s alright. USB rails for a PCI slot are dirt cheap.
bigkahuna1986@lemmy.ml 2 hours ago
Nnnoooo, you won’t get enough fps to enjoy your games!!!
/s in case some of you don’t get it
ColeSloth@discuss.tchncs.de 1 hour ago
My eyes aren’t good enough for 4k. Lol
bitwolf@sh.itjust.works 1 hour ago
I haven’t made any purchases since tariffs drove up prices.
I was prepping to build a new NAS in 2026.
Not anymore sellouts.
echodot@feddit.uk 4 hours ago
I don’t understand what their long-term plan is here. Even if AI isn’t a bubble eventually all of the AI companies are going to get to a point where they don’t need more compute because they’re working on algorithmic optimisations because they decide that that’s cheaper.
Then they’re going to have to pivot back to the consumer market. Except by that point it won’t even be a consumer market because China will have eaten their lunch.
Zeroc00l@sh.itjust.works 2 hours ago
The plan is to continue making bank until the companies are done with them, then sell to consumers again without missing a beat.
Source: the GPU shortage we just went through.
Future source: the CPU shortage scheduled for 2026.
echodot@feddit.uk 40 minutes ago
That’s my point though they can’t do that.
The market isn’t just going to wait around for them to get around to selling to consumers again. China is going to see an opening and they’re going to manufacture their own chips and make bank. Then when the traditional manufacturer is getting their head out of their arses then realise there market share has vanished. All 100% their fault.
They have decided to shoot themselves in the foot because someone’s convinced them they won’t ever need legs ever again.
deltaspawn0040@lemmy.zip 3 hours ago
These companies are controlled almost entirely by people who only really care about what the stock price will be sometime in the next few years or so.
thatonecoder@lemmy.ca 1 hour ago
Cloud computing. Stallman was right.
M0oP0o@mander.xyz 1 hour ago
We would need a better general network for that. Remember stadia? Nothing has changes since then, hell some areas have even lost some capacity.
MehBlah@lemmy.world 5 hours ago
Somebody pop the zit that is AI.
Tollana1234567@lemmy.today 2 hours ago
AI isnt a zit, its a giant infected boil and blister now.
MehBlah@lemmy.world 2 hours ago
I don’t disagree lance that green puss filled cavity.
yaroto98@lemmy.world 9 hours ago
Makes sense. CPU/Mobo/RAM typically go together in a rebuild. Storage, case, PSU, perepherals, GPU can often carry over between builds as they’re all pretty backwards compatible.
rasha@feddit.nl 9 hours ago
Yeah. This makes pretty good sense. Make some ram and SSDs - lowee the price - and I’m sure Motherboard sales will go up.
It’s funny how people don’t want to buy motherboards without anything else
snooggums@piefed.world 9 hours ago
I only change motherboards when moving up to the next RAM format or CPU chipset. I stick with AMD due to cost and low thermals, and while their CPU generations shared the same interface I had one mobo for DDR3, one for DDR4, etc.
Can’t wrap my head around constantly upgrading the mobo to be honest. Sure, they have lots of features but I haven’t seen a situation where a mobo would be an upgrade worth doing without also upgrading everything else.
saltesc@lemmy.world 8 hours ago
Yeah but it’s like the gearbox. While everything’s pulled apart, you may as well swap out the clutch, bearing, and flywheel too because they’ll need replacing again first. Especially if better versions of them are now supported.
Dudewitbow@lemmy.zip 9 hours ago
because youd only swap mobos for either aesthetics(expensive, not often done), or because you need more pci-e I/O.
the average user doesn’t use all their pci-e i/o, and the ones that do, are looking towards workstation motherboards, which is almost a completely different market from the consumer level stuff. It’s a game of, you know when you need more i/o, and if you needed it, you probably would have never bought the consumer level board in the first place.
verdi@feddit.org 6 hours ago
Time to buy an AM5 MOBO to upgrade in 2028 then.
BeardedGingerWonder@feddit.uk 6 hours ago
Just in time for AM6.
floofloof@lemmy.ca 7 hours ago
Does China not have any companies that can make RAM? Seems like an opportunity to grab some market share. But maybe they don’t, or maybe they’d prefer to sell it to AI companies too.
BetaDoggo_@lemmy.world 4 hours ago
CMXT has ddr5 manufacturing capabilities but it will be years before they scale it, and they’re embargoed by the US, so nobody on good terms with the US can get it.
And yes, they would also sell to the enterprise customers, but it would lower prices overall.
echodot@feddit.uk 36 minutes ago
they’re embargoed by the US, so nobody on good terms with the US can get it.
So no one.
AstaKask@lemmy.cafe 6 hours ago
Why would a Chinese for-profit corporation differ from any other? Except for the Chinese ones having backing from a garbage authoritarian empire. Maybe they can get free slaves from the state?
echodot@feddit.uk 35 minutes ago
Because the Chinese government controls Chinese companies whereas the American government just lets companies do whatever the hell they want.
verdi@feddit.org 6 hours ago
As opposed to the US, where they get free slaves from China AND the state.
xep@discuss.online 7 hours ago
They do, but perhaps they haven’t expanded yet into your market. I see some here sometimes.
tabular@lemmy.world 7 hours ago
Welp, sucks to be a motherboard manufacturer. Always getting dragged along by other component manufacturers.
TheOakTree@lemmy.zip 4 hours ago
They had a little bit of reprise with the surge of SFF PCs but not much.
ayyy@sh.itjust.works 2 minutes ago
What’s an SFF PCS?
peopleproblems@lemmy.world 8 hours ago
Wonder if we’ll getting consumer grade SoCs that are CPUs with integrated RAM.
floofloof@lemmy.ca 8 hours ago
We’ll be getting the opportunity to rent low-powered cloud computers at premium prices.
peopleproblems@lemmy.world 7 hours ago
“You’ll own nothing and like it.”
brucethemoose@lemmy.world 2 hours ago
Strix Halo (AI Max CPUs) are basically that.
But they’re still DDR5 hanging off a bus, manufactured in the same place as sticks, so that wouldn’t really affect the price.
yannic@lemmy.ca 1 hour ago
It’s the obsession with replacing PCIe slots with M.2 sockets that gets me.