5 ms·

Bad title. Dropping from extremely expensive to very expensive is NOT crashing. It is still a lot more expensive than DDR4 with no matching performance gains, s

Bad title. Dropping from extremely expensive to very expensive is NOT crashing. It is still a lot more expensive than DDR4 with no matching performance gains, so it is a false statement. Luna was a crash, not a 20% price reduction.

deleted 4y ago
[deleted]
yieldcrv 4y ago
A) commentary on price trends are always hyperbolic B) outside of crypto assets, 20% downwards in a month is a crash in every asset class
- ALittleLight 4y ago
  RAM is an asset class?
  - bozhark 4y ago
    Physical asset
    - rembicilious 4y ago
      It’s definitely not an asset. It’s near practically a consumable. It will degrade with use, and over time. It will not maintain it’s current value, let alone increase in value.
      - thfuran 4y ago
        All physical assets degrade with use and only a very few increase in value in real terms.
        jen20 4y ago
        Counterexample: guitars improve with use and age, not degrade.
        thfuran 4y ago
        Every part that the player or strings regularly touch will wear with use and eventually need to be replaced or repaired.
        jen20 4y ago
        Strings are not the asset, they are a consumable. Many store guitars long term without strings to avoid unnecessary additional neck tension.
  - arthurcolle 4y ago
    'Semiconductors' is a sector and it is probably appropriate to consider them as a commodity but no certainly not it's own asset class. The asset class you are looking for is 'commodities', old sport.
  - Sholmesy 4y ago
    It's certainly a commodity right? (at least the RAM chips that get put on modules), and commodities are certainly an asset class?
  - whateveracct 4y ago
    This is just the financialization of the American mind
    - baq 4y ago
      Calls on the American mind, please
- Dylan16807 4y ago
  > outside of crypto assets, 20% downwards in a month is a crash in every asset class When a product in demand moves from prototype into mass production, the price drops rapidly. That isn't a crash. The expected price is to get close to DDR4.
  - yieldcrv 4y ago
    > commentary on price trends are always hyperbolic for example, many financial publications will write the exact same thing for a 2% intraday price movement there is nothing to explain or rationalize or correct, its hyperbole I think its interesting, to know about prototyping to mass production, but is or isn't a crash? okay. shrug. its a waste of time to split hairs over that, its hyperbole.
    - Dylan16807 4y ago
      > its a waste of time to split hairs over that, its hyperbole. It's fine that you don't care about the difference, but for people that aren't particularly in touch with the computer components market it's very useful to point out the difference between a stable price plummeting below the norm and a brand new price plummeting toward the norm.
      - yieldcrv 4y ago
        Yes, good context In the context of semiconductors, isnt everything inflated and would plummet toward a historical norm with little regard to newness? for now
        Dylan16807 4y ago
        Everything's a bit inflated right now but we're most of the way back to normal for consumer computing parts.
- goldcd 4y ago
  B - Memory is a 'class of product', DDRx is just the model. A few people will buy the 2022 Ford-Model-X for a premium at launch, but once they've bought it, Ford are just selling to the people with a 2010 Ford who just want to upgrade to what's in the new catalogue. I'm sure some of those upgraders will pick up a bargain on that onsold 2020 stock - but Ford aren't devoting resources to keep making those old models.
- quickthrower2 4y ago
  It is a commodity though. If oranges drop from $5/kg to $4/kg I am not calling it a crash.
  - yieldcrv 4y ago
    the futures traders will
    - Dylan16807 4y ago
      If anyone was trading futures on DDR5 the price would be even lower than this level, because that's how the price always works on new types of memory.

deleted 4y ago

[deleted]

yieldcrv 4y ago

A) commentary on price trends are always hyperbolic B) outside of crypto assets, 20% downwards in a month is a crash in every asset class

ALittleLight 4y ago
RAM is an asset class?
- bozhark 4y ago
  Physical asset
  - rembicilious 4y ago
    It’s definitely not an asset. It’s near practically a consumable. It will degrade with use, and over time. It will not maintain it’s current value, let alone increase in value.
    - thfuran 4y ago
      All physical assets degrade with use and only a very few increase in value in real terms.
      - jen20 4y ago
        Counterexample: guitars improve with use and age, not degrade.
        thfuran 4y ago
        Every part that the player or strings regularly touch will wear with use and eventually need to be replaced or repaired.
        jen20 4y ago
        Strings are not the asset, they are a consumable. Many store guitars long term without strings to avoid unnecessary additional neck tension.
- arthurcolle 4y ago
  'Semiconductors' is a sector and it is probably appropriate to consider them as a commodity but no certainly not it's own asset class. The asset class you are looking for is 'commodities', old sport.
- Sholmesy 4y ago
  It's certainly a commodity right? (at least the RAM chips that get put on modules), and commodities are certainly an asset class?
- whateveracct 4y ago
  This is just the financialization of the American mind
  - baq 4y ago
    Calls on the American mind, please
Dylan16807 4y ago
> outside of crypto assets, 20% downwards in a month is a crash in every asset class When a product in demand moves from prototype into mass production, the price drops rapidly. That isn't a crash. The expected price is to get close to DDR4.
- yieldcrv 4y ago
  > commentary on price trends are always hyperbolic for example, many financial publications will write the exact same thing for a 2% intraday price movement there is nothing to explain or rationalize or correct, its hyperbole I think its interesting, to know about prototyping to mass production, but is or isn't a crash? okay. shrug. its a waste of time to split hairs over that, its hyperbole.
  - Dylan16807 4y ago
    > its a waste of time to split hairs over that, its hyperbole. It's fine that you don't care about the difference, but for people that aren't particularly in touch with the computer components market it's very useful to point out the difference between a stable price plummeting below the norm and a brand new price plummeting toward the norm.
    - yieldcrv 4y ago
      Yes, good context In the context of semiconductors, isnt everything inflated and would plummet toward a historical norm with little regard to newness? for now
      - Dylan16807 4y ago
        Everything's a bit inflated right now but we're most of the way back to normal for consumer computing parts.
goldcd 4y ago
B - Memory is a 'class of product', DDRx is just the model. A few people will buy the 2022 Ford-Model-X for a premium at launch, but once they've bought it, Ford are just selling to the people with a 2010 Ford who just want to upgrade to what's in the new catalogue. I'm sure some of those upgraders will pick up a bargain on that onsold 2020 stock - but Ford aren't devoting resources to keep making those old models.
quickthrower2 4y ago
It is a commodity though. If oranges drop from $5/kg to $4/kg I am not calling it a crash.
- yieldcrv 4y ago
  the futures traders will
  - Dylan16807 4y ago
    If anyone was trading futures on DDR5 the price would be even lower than this level, because that's how the price always works on new types of memory.