Do you know what this mean?

>chinese rams are new and untested

>中国内存条是新货，还没验证过

>they put up higher price than old well tested suppliers like samsung/sk hynix

>他们报价比三星、SK海力士这些老牌供应商还高

>Apple looks for them instead of staying with old suppliers

>苹果不选老供应商，反而去找他们

This means that samsung/sk hynix are no longer supplying sufficient consumer rams. Apple is forced to look for chinese ram despite the higher price. Korean willingly cut off consumer ram in pursuit of AI data center

这说明三星和SK海力士已经不再供足够的消费级内存了。苹果被逼着去找中国内存，哪怕价格更贵。韩国人为了搞AI数据中心，主动砍掉了消费级内存供应。

图片: https://i.4cdn.org/g/1785978547790740.png

>>109474057

>This means that samsung/sk hynix are no longer supplying sufficient consumer rams. Apple is forced to look for chinese ram despite the higher price. Korean willingly cut off consumer ram in pursuit of AI data center

>这说明三星和SK海力士已经不再供足够的消费级内存了。苹果被逼着去找中国内存，哪怕价格更贵。韩国人为了搞AI数据中心，主动砍掉了消费级内存供应。

No shit sherlock. Really?

废话连篇，福尔摩斯啊。真的假的？

>>109474064

the result will be higher price phones, coomputers, TVs, cars, anything with RAM. Samsung, SK Hynix and Micron don't give a shit. as a patriotic American with a stock portfolio I cheer the big 3 RAM cartel improving shareholder returns. when the latest iPhone has a starting price RRP of $8,999 and a new Dell starts at $16,500, I'll be celebrating and laughing at the poorfags whining about not being able to afford the latest gear.

结果就是手机、电脑、电视、汽车，凡是带内存的东西全得涨价。三星、SK海力士和美光才不管这些。作为一个手里握着股票的爱国美国人，我为这内存三巨头联盟推高股东回报拍手叫好。等最新款iPhone起售价飙到8999美元，新戴尔起步16500美元的时候，我要大笑那些穷鬼在那儿抱怨买不起新装备。

>>109474057

>NOOOOOOOO BUT WERE APPLE!!111

>>109474653

Get in.

图片: https://i.4cdn.org/g/1786000152268405.jpg

>>109474057

APPLEL BTFO!

图片: https://i.4cdn.org/g/1786002344331614.jpg

why apple nit just print their own ram?

苹果咋不自己造内存呢？

they're doing good with making cpu

他们造CPU不是搞得挺好吗。

>>109476652

Apple does designs but outsource manufacturing. They do not own any fab.

苹果只做设计，制造全外包，自己没任何晶圆厂。

>>109474057

Fuck Apple.

去他妈的苹果。

图片: https://i.4cdn.org/g/1786004092849597.jpg

>>109474057

>>Apple looks for them instead of staying with old suppliers

>>苹果不选老供应商，反而去找他们

"in addition to", not "instead of"

是“加购”，不是“替换”。

>>109474057

ESL

>>109474057

The Koreans told Apple to go fuck themselves, you pay premium for the memory or you get nothing, we have customers willing to pay.

韩国人跟苹果说滚蛋，内存你得加钱买，不然啥都没有，我们有的是愿意掏钱的客户。

Apple went to the Chinese and said we can buy your shitty ram at a fair price, and the Chinese said fuck you, you pay premium or you get nothing.

苹果转头找中国人说我们愿意按公道价买你们的烂内存，中国人回怼说去你妈的，你付溢价不然啥都别想。

>>109474057

>Apple goes to hynix and wants to buy ram

>苹果找海力士想买内存

>Sorry, we are out of ram, but you can bid more and get a better place in the queue

>不好意思，内存没货了，但你可以加价竞拍，排队能靠前点

>Apple goes to cxmt

>苹果找长鑫存储

>Sorry, but no discount for yankee, you pay latest price of other suppliers, same spec, same price

>抱歉，对洋鬼子没折扣，按其他供应商最新价来，同规格同价

>>109474057

>sufficient

They are not supplying anything when it comes to consumer memory.

消费级内存这块，他们压根不供货了。

They are pocketing the fab money and not even attempting to build anything and have converted almost all production for AI.

他们把芯片厂的钱都装进自己口袋了，压根没打算建任何东西，几乎所有产能都转去搞AI了。

They are either waiting for the bubble to pop or for China to handle the consumer side.

他们要么在等泡沫破裂，要么在等中国接手消费端市场。

>>109477747

inb4 apple explores black market ways of lowering ram demand and pricing

等着吧，苹果迟早会琢磨怎么走歪门邪道来降低内存需求和价格。

Ram companies actually supply consumer ram directly to companies like Apple and Corsair, they just removed their direct-to-consumer labels like micron and FUCK /g/ AND FUCK /biz/ FOR TELLING ME THE AI CYCLE HAD PEAKED BACK IN MARCH I MISSED THE ENTIRE RUN

内存公司其实直接供货给苹果和海盗船这类厂商，只是砍掉了美光之类的直营零售线。妈的 /g/ 板和 /biz/ 板害我三月份就以为AI周期见顶了，结果这波暴涨我整个错过了。

>>109478256

They are building more capacity but the ram cycle will end around the time capacity opens up.

他们确实在扩产，但内存周期差不多到产能上线的时候就该见底了。

iOS/macOS is very memory efficient

iOS/macOS内存管理相当高效。

this won't affect them as much as poordroids

这波涨价对苹果影响不大，真正遭殃的是穷安卓党。 ⟦ 我在想华为小米这些中国公司是不是也得付高价，还是说中共强制要求长鑫存储低价卖给他们。

I wonder if Chinese companies like Huawei/Xiaomi also have to pay premium price or if the CCP mandates that CXMT sells at lower prices to them.

不知道像华为、小米这样的中国公司是不是也得付高价，还是说国共产党强制长鑫存储（CXMT）低价卖给他们。

>>109478322

>They are building more capacity

>他们确实在扩产

No they are not. In every single boom cycle they kept saying that and not a single time has a single fab been built. They make one every 15 years regardless of the supply and demand.

并没有。每轮周期他们都说要扩产，结果一座厂都没建过。他们每十五年才建一座，跟供需变化一点关系没有。

>>109478340

The end of the mammary cycle in the dotcom bubble was the result of spending too much on capex (construction of additional capacity) while profits dipped back to where they were before the bubble, causing overall revenue to report as negative when subtracing costs from overall earnings.

互联网泡沫时代内存周期的终结，是因为资本开支（扩建产能）砸钱太猛，而利润又回落到泡沫前的水平，导致总收入减去成本后直接变负数。

>>109478340

The only ones building more fabs are the chinese, because china wants to become a major player

真正在疯狂建厂的就只有中国人，因为中国想成为内存市场的重要玩家。

>>109478579

Too late.The cartel will be the sole provider of project 2030 memory and the consumer market is already dead. If they weren't greedy bug people they would have jumped on the consumer market.

太迟了。卡特尔将成为2030计划内存的唯一供应商，消费市场已经死了。要不是这帮贪得无厌的虫子人，他们早就该杀进消费市场了。

>>109476975

bass

>>109474057

>>chinese rams are new and untested

>>中国内存又新又没经过验证

it's not a complicated logic circuit that need intensive testing but a matrix of bits. once you got the timings right, you are good. cxmt chips are fine.

内存又不是需要大量测试的复杂逻辑电路，它就是个比特矩阵。时序调对了就没问题，长鑫的芯片完全能用。

>>109478579

not true. SK hynix is building four huge fabs for $90 billion in south korea, completion date around 2046. It will be the biggest fab in the world. hynix is also building another fab in Indiana (USA), the Lafayette fab, with a completion date around 2028.

不对。SK海力士正在韩国砸900亿美元建四座超大厂，完工时间大概在2046年，建成后会是全球最大的晶圆厂。海力士还在美国印第安纳州建另一座厂，就是拉法叶厂，完工时间大概在2028年。

>>109474057

>>they put up higher price than old well tested suppliers like samsung/sk hynix

>>他们定价比三星海力士这些老牌供应商还高

Because low yield demands higher price to turn profit

因为良率低，只能靠抬价来保利润。

>>Apple looks for them instead of staying with old suppliers

>>苹果不选老供应商，反而去找他们

Apple can look all they want the congress will say "no" in the end lol

苹果就算再怎么想，国会最后肯定还是说"不行"，哈哈。

>>109476652

Apple can't fab in the usa because diversity quotas killed the talent pool. The usa would have to switch back to a meritocracy if they wanted to brew wafers in house.

苹果在美国建不了厂，因为多元化配额把人才池给搞死了。美国要是真想自产晶圆，就得回到唯才是举的老路。

>>109478277

They have all the cash, they should just make it themselves.

他们手里那么多现金，干脆自己造得了。

>>109476975

Brazinga

>>109476652

>they're doing good with making cpu

>他们在CPU这块做得挺好啊

They don't make their own processors, they just design them and TSMC prints them, american corporations have no talent pool to even design a working lithography machine, since all they do is buy european ASML machines ready to work, hell, intel spent the past 10 years trying to keep up with everyone else and still don't have almost anything made with their own fabs.

他们不自己造处理器，只设计，然后让台积电代工。美国公司连一台能用的光刻机都设计不出来，因为全靠买欧洲ASML现成的机器。英特尔这十年拼了老命追别人，自家晶圆厂产的东西还是拿不出手。