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  • Build It And They Will Go

    From MIKE POWELL@21:4/134 to MORTAR M. on Wed Jan 14 08:23:00 2026
    That's gonna be tougher going further. With the increase of AI production an the closure of Crucial, prices and availability of chips are will be going in opposite directions and not in a good way.

    Based on what I consider hearsay, it sounds like at least one of the AI bigshots has pre-ordered a bunch of memory which binds the supply chain
    even more.

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  • From poindexter FORTRAN@21:4/122 to MIKE POWELL on Thu Jan 15 08:15:44 2026
    MIKE POWELL wrote to MORTAR M. <=-

    Based on what I consider hearsay, it sounds like at least one of the AI bigshots has pre-ordered a bunch of memory which binds the supply chain even more.

    I'm a little behind the curve, but I bought a system last year with 64
    GB of DDR4 RAM. I hope that'll hold me for a while longer. It's only
    2666mhz, I could probably upgrade to an 11th gen i7 and still use that
    memory.

    Sadly, while prices ebb and flow, they never go back down all the way.



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  • From Mortar M.@21:2/101 to MIKE POWELL on Fri Jan 16 15:37:48 2026
    Re: Build It And They Will Go
    By: MIKE POWELL to MORTAR M. on Wed Jan 14 2026 08:23:00

    Based on what I consider hearsay, it sounds like at least one of the AI bigshots has pre-ordered a bunch of memory which binds the supply chain
    even more.

    That's standard practice for any business when needing to keep an inventory of parts.
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  • From MIKE POWELL@21:4/134 to MORTAR M. on Sat Jan 17 08:46:00 2026
    Based on what I consider hearsay, it sounds like at least one of the AI bigshots has pre-ordered a bunch of memory which binds the supply chain even more.

    That's standard practice for any business when needing to keep an inventory o parts.

    I don't think it is SOP to pre-order a supplier's entire capacity for a
    set period.
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  • From Greyhawk@21:2/166 to MIKE POWELL on Sat Jan 17 21:28:40 2026
    MIKE POWELL wrote to MORTAR M. <=-


    I don't think it is SOP to pre-order a supplier's entire capacity for a set period.

    It depends on what is being ordered. If it's a part that has to meet a certain
    spec or a board that was "designed around that part" than yes, you'd want to
    stockpile those parts. End of Life/Price changes & tarrifs are other issues
    we have to plan for when doing manufacturing. Caps and resistors are not what
    is stockpiled, but certain processors, and in our case, amplifiers are definetly
    what we buy large quantities of and stick them up on a shelf until we need them.
    Our board house will also buy/stock large quantities of common parts. I've
    worked for an OEM for about 19 years now and currently handle a lot of the
    ordering & inventory along with several other duties.
    ... Wanted: Programmers. Some assembly required.
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