Unless demand has collapsed so hard that retailers can’t even move whats been sitting in their warehouses for 6 months.
Then… it could be more complicated.
Yeah, prices will go up if they have to actually order new GPUs through tariffs…
But, if they just… think demand has collapsed significantly… they just won’t order anything very expensive they don’t think they can sell, and then you get a whole bunch of nonsense in secondary, second hand market… kinda like whats going on with used cars in the US right now.
Oh, are you a used car dealer? You get to buy a 120k truck that has been sitting on a dealers lot for so long that its been repo’d from the dealership… you can get that at auction for 20-30k.
But god knows what that second dealer is gonna try and charge for it.
Its not that its getting more expensive to produce though, its not like a gigantic typhoon / tsunami has shut down mfgering or that input prices has risen dramatically.
… its that US companies are hoarding.
Like how bitcoin miners hoarded all the GPUs not too long ago?
US companies are hoarding system RAM, stockpiling.
Didn’t read the article, but how is the ram on gpus getting cheaper but ram sticks more expensive? Aren’t they the same hardware?
GPU prices are a lagging indicator. They’ll be going back up soon as well.
Unless demand has collapsed so hard that retailers can’t even move whats been sitting in their warehouses for 6 months.
Then… it could be more complicated.
Yeah, prices will go up if they have to actually order new GPUs through tariffs…
But, if they just… think demand has collapsed significantly… they just won’t order anything very expensive they don’t think they can sell, and then you get a whole bunch of nonsense in secondary, second hand market… kinda like whats going on with used cars in the US right now.
Oh, are you a used car dealer? You get to buy a 120k truck that has been sitting on a dealers lot for so long that its been repo’d from the dealership… you can get that at auction for 20-30k.
But god knows what that second dealer is gonna try and charge for it.
The RAM on GPUs is not getting cheaper. It is actually what is driving up all RAM costs.
Its not that its getting more expensive to produce though, its not like a gigantic typhoon / tsunami has shut down mfgering or that input prices has risen dramatically.
… its that US companies are hoarding.
Like how bitcoin miners hoarded all the GPUs not too long ago?
US companies are hoarding system RAM, stockpiling.
Hoarding on one side, cartel price fixing on the other.
Potato, potato.