Why don't they just, like, produce a lot more memory?
他们为什么不干脆多生产点内存？
Like just make more of it.
就像多造点不就行了。
他们为什么不干脆多生产点内存？
Why don't they just, like, produce a lot more memory?
他们为什么不干脆多生产点内存？
Like just make more of it.
就像多造点不就行了。
The do. It's called market economy.
他们有啊。这叫市场经济。
>>109436930
they know it's a bubble so it's dumb to increase production volume
他们知道这是个泡沫，所以增加产量是蠢事
>>109436930
Why don't you? Do you not want to become a billionaire?
你干嘛不造？你不想成亿万富翁吗？
Because then their profit per unit would go down. Sure they'd make more money overall but it's easier to just not.
因为那样单位利润会下降。当然总体赚得更多，但不如不搞省事。
Korean manufacturers also agreed with each other to not increase supply so prices remain high, so it's the most money for the least effort
韩国厂商也互相约定不增产，所以价格才能保持高位，这是以最少努力赚最多钱的方式
>>109436930
it's called the jewish business model
这叫做犹太商业模式
they do but that memory is not going to consumers. its going to apple, datacenters, and more.
他们是造了，但这些内存不是给消费者的。它们流向苹果、数据中心等等。
remember ram makers sell just the flash chips. its up to other companies to actually make the sticks. you as a consumer cant used soldered ram unless you have a specific usecase for it.
记住，内存厂商只是卖闪存芯片的。真正做成内存条的是其他公司。作为消费者，除非你有特定用途，否则用不了焊死的RAM。
>>109436930
making things is hard. Something the Wall Street jews don't understand, and why china will eat us alive
造东西很难。华尔街那些犹太佬不懂这个，这也是为什么中国会把我们生吞活剥。
>>109436930
Speculators ditched precious metals, pokemon cards, labubu, and video games to grift on RAM.
投机者抛弃了贵金属、宝可梦卡、labubu和游戏，跑来炒RAM。
>>109436930
Are you stupid? If they make more of it then it'll get cheaper.
你傻吗？如果他们生产更多，价格就会降下来。
>>109436930
It takes time to build a factory, and by the time the factory is built this the market winds could shift in such a way the factory made no sense to build in the first place.
建厂需要时间，等厂建好了，市场风向可能已经变了，导致这厂从一开始就不该建。
They are investing in production. It's just not going to be consumer DRAM that they are looking to produce.
他们在投资产能。只是他们想生产的不是消费级DRAM。
>>109436930
>Why don't they just, like, produce a lot more memory?
>为啥他们不干脆多生产点内存？
>Like just make more of it.
>就像，多造点不就行了。
they've already said several times they're not going to increase production, driving the prices even further up. by the time they'd be able to increase production, the demand would be down again. remember that this whole thing came suddenly like a flash, they had no time to plan
他们已经说了好几次不会增产，把价格推得更高。等他们真能增产的时候，需求又会下降了。记住这个事来得像闪电一样突然，他们根本没时间规划。
china is going to flood the markets in a couple of years so it doesn't matter either way
中国几年后会淹没市场，所以无所谓。
>>109436930
imagine being in a situation where you make more money by doing nothing
想象一下，你啥都不干反而能赚更多钱。
then imagine that you and your friends are the only ones who have access to this free money hack
再想象一下，只有你和你的兄弟们知道这个免费赚钱的漏洞。
so you all choose to do nothing
所以你们都选择躺着不动。
>>109436930
supply goes up then price goes down and then profits go down and thats REALLY REALLY BAD (it just is okay goy)
供应上去了价格就降了，然后利润就降了，那真是太太太糟糕了（反正就是糟糕，行了吧goy）
>>109436950
The only one in that boat was Samsung and they just recently relented. Micron, Hynix, and CXMT have been building out new fabs at a concerning pace.
只有三星曾经处在这个状态，而且最近刚松口了。美光、海力士和长鑫一直在以吓人的速度建新厂。
>>109436970
>that memory is not going to consumers. its going to apple, datacenters, and more
>那些内存不是给消费者的。它们是给苹果、数据中心和更多地方的。
You probably say corporations cause most pollution you retard. RAM that goes in an iPhone goes to regular people.
你大概会说企业造成了大部分污染吧，你这白痴。进iPhone的RAM就是给普通人用的。
>>109437830
>building out new fabs at a concerning pace
>以吓人的速度建新厂
The goal is to drive prices down so hard that it puts everyone else out of business.
目标是把价格压到死，把其他人都搞破产。
>>109436930
The goyim don't deserve it.
goyim不配拥有。
>>109436930
they really do while it is economically and human cost feasible
在经济和人力成本可行的时候，他们确实会这么做。
only so much of a product batch is passable
一批货里只有那么多是合格的。
they will and they are building new fabs now, it's just takes up to a decade to ramp up
他们会增产的，现在就在建新厂，只是要爬坡到满产得花上十年。
>>109436961
You poor ignorant fool. Fabs take years to make and cost around $20 billion to make now. There are two coming online next year, and two more the year after, that Korea started building before the AI bubble and thats why everyone is projecting the prices will come back down around 2028 as these fabs come online.
你真是个可怜的蠢货。建厂要花好几年，现在成本大约200亿美元。明年有两座厂上线，后年又有两座，那是韩国在AI泡沫之前就开始建的，所以大家都预测价格会在2028年前后随着这些厂投产而回落。
in other words, they were already planning additional capacity before anyone knew the US AI companies would go full retard for DRAM.
换句话说，在美国AI公司疯狂砸DRAM之前，他们早就已经在规划额外产能了。
And you also forget Micron would love to step in and fill the void and rank in more money and grow market share if the koreans were really holding back supply. But they can't because they are sold out too.
而且你还忘了，如果韩国人真的在压货，美光肯定非常乐意趁虚而入，多赚点钱、扩大市场份额。但他们做不到，因为自己也卖光了。
I bet you also think the Koreans conspired to make spin drives spike in prices too even though they don't make them.
我敢打赌你还觉得韩国人合谋把机械硬盘价格也炒上去了，虽然他们根本不生产那玩意儿。
stop posing on /g/ and stick to /v/.
别在/g/上装逼了，老老实实回/v/去吧。
>>109436930
their analysis must predict that the demand shock will be over by the time new fabs are online
他们的分析肯定预测到，等新晶圆厂上线时，需求冲击早就结束了。
>>109436930
> produce more
>多生产
They bought unproduced theoretical memory tgat would be made in the future.
他们买的是还没造出来的、未来才会生产的理论上的内存。
The memory manufacturers are probably not smart enough to get paid up-front though. So they won’t get paid for it, because the “customers” are shell companies that will intentionally go bankrupt, causing samsung et al. to do the same.
不过内存厂商大概也没聪明到能提前拿到钱。所以他们根本收不到钱，因为那些“客户”都是空壳公司，会故意破产，让三星他们跟着一起完蛋。
>produce more memory
>多生产内存
>make more of it
>多造点
>OP pic looks like those RAM sticks are having sex
>楼主这图看着像内存条在搞基
This happens every time, you gotta time the market before you build
每次都这样，你得在建厂前就先踩准市场时机。
>>109437036
This, these fabs take years to build. It's not a sweatshop producing cheap electronic toys. These fabs cost at least 20 billion dollars to build, with a dedicated power grid, dedicated water supply, its own city to house the workers, and multiple choke points in sourcing the necessary machinery and supply. You can build as many fabs as you want but if ASML is backlogged with their EUV machines or the Japanese are having trouble producing lithography materials, the tab will not run.
没错，这些晶圆厂要建好几年。不是说像血汗工厂造廉价电子玩具那样。一座晶圆厂至少要花200亿美元建，还要配专门的电网、专门的供水系统、给工人住的独立城镇，以及采购必需设备和耗材的多重瓶颈。你想建多少厂都行，但如果ASML的EUV光刻机订单排到爆，或者日本人生产光刻材料出了麻烦，那厂子也跑不起来。
>>109439798
>>109436930
>>109436930
Because they're making record profits as it is?
因为他们现在已经在赚创纪录的利润了？
>>109437830
That RAM is going to AI macs not iphones.
那些内存是给AI Mac用的，不是给iPhone的。
>>109439954
When looking at the last 10 years, with the crypto gpu prices, covid and now ai bubble, I now build differently. The idea of upgrade later is dead, I get the best I can get, the idea when I build is:
看看最近十年，从加密货币把显卡价格炒上天，到疫情，再到现在这AI泡沫，我现在装机方式不一样了。“以后升级”这想法彻底死了，我直接上能买到的最好的，装机时的想法是：
>will I be happy with that computer if it's the only one I have for the next 5 to 8 years?
>如果这台电脑是我未来5到8年唯一的机器，我会满意吗？
I committed 80% to that during my last build, I miss the 20% sorely now...
上次装机我80%在这方面妥协了，现在那20%让我后悔得要死……
>>109441330
Mr Xi... I kneel...
习主席……我跪了……
>>109441330
That's nice except last year 128GB of DDR5 5600 was only $360.
这不错，但去年128GB DDR5 5600才360美元。
>>109441495
Well maybe youre a tard, shoulda thought of that
那你可能是脑子不好使，早该想到的。
>>109441960
I had to choose between my 96gb kit for 280 euro and a 128gb kit for more than 300, I went with the 96gb, actually it's enough for me
我得在280欧96GB套装和300多欧128GB套装之间选，我选了96GB的，反正对我来说够用了。
>>109436930
You’re hired.
你被录用了。
>say you're going to make more ram
>说好了要多造内存
>HOLY FUCKING SHITBALLS NIGGER WHY WOULD YOU DO THAT WHY WOULD YOU SPEND MONEY THIS IS ANOTHER SHOAH
>WHY DON'T YOU JUST GOUGE EXISTING NODES FOREVER AND NEVER BUILD ANYTHING NEW EVER AGAIN
The truth is the ram cartel is creating as much new capacity as they can without wallstreet bankrupting them. And even then their stock prices are all in the shitter.
真相是内存卡特尔在华尔街不会搞死他们的前提下尽量扩产能。就算这样，他们的股价也全跌成狗了。
>>109436930
they are. the AI niggers are buying everything
确实在扩。那些搞AI的傻逼把啥都买光了。
>>109445496
is ASML the only supplier of EUD lithography machines?
ASML是不是EUV光刻机唯一供应商？
>>109436930
They don't want to. They even turned some of their machines off (not removed or EOL'd them) to further reduce production capacity.
他们不想扩。有些机器甚至直接关掉了（不是拆除也不是退役），就是为了进一步压低产能。
>>109445917
yes. the chinks have only DUV machines and their yield is way less than ASML's
对。中国佬只有DUV机器，良率跟ASML差远了。
>>109436962
Hmm, does that mean a lot of thieves live by that motto are actually have Jewish blood in them?
嗯，那是不是说很多奉行那句格言的小偷其实有犹太血统？
>>109446212
we should make a EUV company STAT
咱们赶紧搞个EUV公司吧。
you and me
就你和我。
>>109446332
I can make the logo (with AI)
我能做logo（用AI）。
>>109436930
they're trying to avoid the bullwhip effect. look it up.
他们在避免牛鞭效应。自己去查查。
>>109437465
you personally would not work for free because that's communism but when a company wants to make money it's because they're jewish?
你个人不会白干活因为那是共产主义，但公司想赚钱就是因为他们犹太？
>>109436962
How? Elaborate on what you claim to understand about that.
怎么？把你自以为懂的那套详细说说。
>>109446385
yeah crazy that there's a distinction between individuals and corporations
是啊，个人和公司之间有区别还真是疯狂。
>>109436930
They are and its still not enough
他们确实在扩，但还不够。
>>109446562
corporations are owned by individuals. why would they invest money in a company that doesn't make any?
公司是个人拥有的。他们为什么要投钱进一家不赚钱的公司？
do you personally give away your money with no expectation of anything in return?
你个人会把钱白给别人不求回报吗？
AI companies are buying all the hardware with your tax money. They don't care how much it costs because they are not paying for it. By extension, your daily groceries and living costs are going up instead.
AI公司用你的税钱买光所有硬件。他们不在乎贵不贵，因为又不是他们掏钱。这样一来，你日常的菜价和生活成本就跟着涨了。
>>109437209
The free market will fix itself.
自由市场会自我修复的。
>>109442035
capitalism moment
资本主义时刻。
>>109436942
>this dumb nigger pretends RAM manufacturers haven't slashed consumer DRAM production to way below demand
>这傻逼黑人装傻说内存厂商没有把消费级DRAM产能砍到远低于需求
>this dumb nigger defends RAM manufacturers' decision to do that because he's a free market kike
>这傻逼黑人给内存厂商这么干洗地，因为他是个自由市场犹太佬
dilate tranny
滚开，人妖。
>>109447488
their job is making money
他们的工作就是赚钱。
not some save the world solidarity
不是那种拯救世界的团结
get your head out of your ass
把你的脑袋从屁股里拿出来
>>109436930
They do. But it's all going to data centers. Because they know they can sell it there instantly, instead of it catching dust in a retail store until someone comes along 6 months later and buys some.
他们确实囤了。但全流向了数据中心。因为他们知道那里能立刻卖出去，而不是在零售店里吃灰，等六个月后才有人来买几张。
>>109436930
They did. And then they sold the the yet to be produced memory. It's prepaid. When the AI bubble pops there's gonna be a whole year's worth of AI memory that will be e-waste. And the RAM Cartel will profit off of it.
他们确实这么干了。然后还把还没生产出来的内存也预售了。都是预付的。等AI泡沫破了，会有一整年产量的AI内存变成电子垃圾。而内存卡特尔照样从中捞钱。
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