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Dr. Dabbles

@ drdabbles @lemmy.world

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Joined
3 yr. ago

  • Tesla: Electric carmaker's shares slide after Musk warns of slowdown

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  • Sadly not. His investors will look the other way on literally everything except an end to fraudulent claims of growth.

  • DRAM And NAND Chip Makers Are Determined To Drive Up DDR5 And SSD Prices

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  • Customers are fairly inflexible. If you need storage or ram for 10k new servers, that's it. You have to have it. And since all manufacturers raised prices, you're going to spend more. Making matters worse, if you have to onboard another vendor to safe a few tens of thousands of dollars, you can easily spend hundreds of thousands on time and resources to go through a qualification cycle alone.

    Home computers make up a significantly smaller portion of the computer component space. So while this might prevent a person from upgrading their SSD or building a DDR 5 equipped gaming computer, that's small percentages of sales. A single corporate relationship account will buy thousands of devices at a time, larger accounts will buy tens of hundreds of thousands. A cloud operator building 10k servers with 12 channels of RAM will buy 24 dimms per server. It's a totally different game.

  • DRAM And NAND Chip Makers Are Determined To Drive Up DDR5 And SSD Prices

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  • I have information directly from the three main manufacturers. Demand is down, production is down, so in order to not show losses on the balance sheet prices went up.

    TSMC did the same thing last year- raised prices by around 27% for all customers. Because demand is way, WAY down. Sadly their increase wasn't enough to stave off a drop in revenue.

    When you have the whole market cornered, normal supply and demand economics don't apply.

  • DRAM And NAND Chip Makers Are Determined To Drive Up DDR5 And SSD Prices

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  • I'm not the one complaining

  • DRAM And NAND Chip Makers Are Determined To Drive Up DDR5 And SSD Prices

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  • Ok. Well, people are buying all the production. But production is down. And they control the price so they raised that too.

    Welcome to free market capitalism.

  • DRAM And NAND Chip Makers Are Determined To Drive Up DDR5 And SSD Prices

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  • What?

  • DRAM And NAND Chip Makers Are Determined To Drive Up DDR5 And SSD Prices

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  • Yup. They control the entire market and there's a decreasing number of fabs. They raise prices to ensure revenue doesn't drop and they can keep showing investors lines going up.

    It's idiotic, and it's how the industry has worked for decades at this point. Just wait till people figure out the games played by fabs, substrate manufacturers, and component suppliers...

  • DRAM And NAND Chip Makers Are Determined To Drive Up DDR5 And SSD Prices

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  • It's exactly how this works, and during a quarterly review with Samsung, they literally told me they were doing this. Nobody in the industry is surprised by this.

    Not sure why you'd deny what you literally see happening.

  • DRAM And NAND Chip Makers Are Determined To Drive Up DDR5 And SSD Prices

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  • By cut supply, you mean several fabs have suffered catastrophic losses and turned down production for nearly a year? Because that's what happened.

    And yes, nobody makes products when there's no demand for them. It's the basics of how they turn the screws to buyers at all times.

  • DRAM And NAND Chip Makers Are Determined To Drive Up DDR5 And SSD Prices

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  • Demand is way down, so they raise prices. This is the cycle that keeps repeating, and nobody should be surprised.

  • Unlimited Fresh Water: Can MIT's Breakthrough Save Us?

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  • No.

  • Non-bike bike gear tested: Foldylock Forever is the most secure folding lock, period.

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  • Thanks for the tips!

  • Non-bike bike gear tested: Foldylock Forever is the most secure folding lock, period.

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  • That is unfortunate. I don't really follow the topic, but at one point I was looking for an e bike with low range and everything I could find was just click bait garbage. Didn't end up needing it in the long run, so never bothered to keep up.

  • Non-bike bike gear tested: Foldylock Forever is the most secure folding lock, period.

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  • Yeah, there's zero chance anybody involved with writing anything over there is qualified to write that headline. First and foremost, the obvious marketing graphic from the manufacturer with the stamp style lettering "PASSED" is just bullshit. Flat out bullshit. An additional example is this entirely made up statement,

    Folding locks are also largely impervious to leverage attacks (like when thieves put a car jack in a U-lock).

    What? WHAT?? So it's "hardened", it locks physically closed, and the claim here is that you can't use enough force to destroy those puny articulating joints? Yeah, no.

    And,

    The hardened steel links defeat bolt cutters

    Well, we see the bolt cutters made it through what I assume is a thick shitty plastic coating and attempted to cut the metal all at once, from a direction in which the force over the jaws are minimized. Nice marketing trick, but here in the real world I'd take nibbles out of that metal strip in no time or I'd rotate my cutters and split that thing in no time.

    ... and use high-security rivets with such high precision that you can’t get a nut splitter in there.

    Oh, okay, someone doesn't know what a nut splitter is or what it does, and they just repeated the marketing copy they received. Nicely done.

    And of course we haven't even got to the lock itself, which I guarantee that at $125 for "hardened steel", they didn't splurge on a good one. Man Electrek really is just garbage at all times on all topics.

  • Tesla puts German factory production on hold as Red Sea attacks disrupt supply chains

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  • Literally no other manufacturer in the area is forecasting delays, and all of them have commented as much. Tesla doesn't have the demand for the US, Chinese, German, AND Texas factory,. It's just that simple. So they're stopping production to let consumption catch up, after several quarters in a row of decreasing prices to increase demand.

    Tesla famously removed RADAR and Ultrasonics from their cars two years ago in response to supply-chain disruptions

    Yet that wasn't the excuse they gave, which means they'll happily lie about their motivations even when they're clear.

    due to the union issues

    That and the lack of consumer demand in markets already saturated by them. Much like when they said the Chinese factory would only ever serve the Chinese market, and then started selling China production units in Europe. 🤷‍♂️

  • Tesla puts German factory production on hold as Red Sea attacks disrupt supply chains

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  • Ok, which other vehicle manufacturers are doing the same? Because my bet is this is in response to a lack of demand and a glut of capacity.

  • Deleted

    SystemD is still too raw

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  • You're missing a TON of history here. Like udev being a dependency to all those projects AND systemd, which led to systemd adding it to their project. Really it could be said that udev is the critical component here.

    As you mentioned networkmanager, you clearly know that many popular distros use that rather than systemd-networkd.

    Grub2 is by far the most popular boot loader, so far ahead that it's not even worth considering others. Grub has had several major issues, every distro uses it, why not pick on grub as the risk?

    Did you have these same concerns about sysvinit? About the various distro network scripts? What about libc? Good god if there's a problem with libc we're all in deep trouble.

    Yes, code has bugs. But New code has new bugs (ironically an argument previously used against systemd). Whatever you replace these components with will be just as likely to have a critical vulnerability, but far fewer maintainers and resources to fix it. Systemd has simplified and improved features of so many parts of Linux that it's funny to see how vehemently people argued against it. Feel free to disable any parts you don't need, but I think you're missing 20 years of painful history that led us here.

  • Swedish court sides with Tesla over blocked licence plates - Aftonbladet

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  • The decision is literally only that NordPost needs to deliver the plates. Nothing else has been decided. Still no dock workers, electricians, cleaners, etc. only that plates must be delivered. Which doesn't mean much if the vehicles aren't being offloaded at your ports.

  • What To Do When Your Tesla Battery Fails and You Can’t Afford To Fix it [19:11 | Nov 19 2023 | Rich Rebuilds]

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  • I live reasonably close to the original Electrified Garage location, and Rich isn't messing around here. If you live close enough to a competent third party service shop, the odds of them being booked up for a month, two, or three are pretty high. If you don't live near one, the shipping costs to get your disabled vehicle to them is going to be pretty high.

    I'd like to see him cover the high number of drive unit failures on Model 3 and Y, because those repairs are becoming as common as early S pack failures. As those cars come out of warranty, it's going to cost people a LOT of money.