Question: are SoCs with on die memory be effected by this?
Looks like the frame.work desktop with Ryzen 128GB is shipping now at same price it was on release, Apple is offering 512GB Mac studios
Are snapdragon chips the same way?
Looks like the frame.work desktop with Ryzen 128GB is shipping now at same price it was on release, Apple is offering 512GB Mac studios
Are snapdragon chips the same way?
Note that the memory is on the board for Ryzen AI Max, not on the package (as it is for Intel’s Lunar Lake and Apple’s M-series processors) or on die (which would be SRAM). As noted in another comment, whether the memory is on the board, on a module, or on the processor package, they are all still coming from the same extremely constrained three memory die suppliers, so costs are going up for all of them.
All your competitors are in the same boat, so consumers won’t have options. It’s much better to minimize the risk of blowing up by sticking as closely to spot at possible. That’s the whole idea of lean. Consumers and governments were mad about supply chains during the pandemic, but companies survived because they were lean.
In a sense this is the opposite risk profile of futures contracts in trading/portfolio management, even though they share some superficial similarities. Manufacturing businesses are fundamentally different from trading.
They certainly have contracts in place that cover goods already sold. They do a ton of preorders which is great since they get paid before they have to pay their suppliers. Just like airlines trade energy futures because they’ve sold the tickets long before they have to buy the jet fuel.
the risk is that such longer contracts would then lock you into a higher cost component for longer, if the price drops. Longer contracts only look good in hindsight if ram prices increased (unexpectedly).
SoCs with on-die memory (which is, these days, exclusively SRAM, since I don't think IBM's eDRAM process for mixing DRAM with logic is still in production) will not be effected. SiPs with on-package DRAM, including Apple's A and M series SiPs and Qualcomm's Snapdragon, will be effected -- they use the same DRAM dice as everyone else.
To answer the original question: the Framework Desktop is indeed still at the (pretty inflated) price, but for example the Bosgame mini PC with the same chip has gone up in price.
"dice" is the plural for the object used as a source of randomness, but "dies" is the plural for other noun uses of "die".
It's funky, I get it wrong all the time. Effect and Affect both have noun and verb uses.
Clearly, “affected” is meant above (SoCs with on-die memory are not impacted); “effected” doesn’t make sense in the context (SoCs with on-die memory are not brought about). Prices can be affected just as well as people.
The bigger the company = longer the contract.
However it will eventually catch up even to Apple.
It is not prices alone due to demand but the manufacturing redirection from something like lpddr in iphones to hbm and what have you for servers and gpu
https://www.google.com/amp/s/www.indiatoday.in/amp/technolog...