Spraying kerosene over the DRAM inferno, US commerce secretary suggests memory chip makers could face 100% tariffs unless they commit to increased US production
People don't learn that from consequences. Is this your first time being human? They have to be taught that lesson the hard way, by having it explained to them until they internalize it. It can take decades.
There nothing available to the rest of the world because AI companies have bought the supply and they're not going to not buy it just because of the tariffs.
Now onto the cheering of lowering prices.
I honestly think it wont, especially in the long run.
If they move production onto US soil with the threat of tariffis and not with incentives like the CHIPS act, the prices will go up greatly, not just for the US but for everyone.
Take a look at TSMC and their current investments in the US. This investment is going to alter the global supply chain with these plants expected to provide around 30% of the global supply. And even now with the first plant, the company announced that the ROI is of course less than because it costs more to build here from materials, regulations, and staffing, which they've been moaning that they have a lack of qualified people in Arizona, go figure.
TSMC has already announced that they plan to raise prices by 10% in the 2026 year and expanding in the US so do you think that this raising in prices is just due to AI or do you think they're also making up for US production costs too? I tend to think it's a reaction to both since they did officially say it was a price raise to "expansion costs", that's with the billions in incentives, and what do you think will happen if the a company like SK Hynix, which is planning on expanding fabs, move it to the US for all global supply, will do to prices of RAM?
US needs DRAM more than DRAM manufacturers need the US market. Plus, no way Trump’s AI buddies who is buying up the DRAM supply will agree to pay the tariffs.
This is... ridiculously stupid. These companies will "commit to" increased US production of DRAM by paying having an intern to spend the next 2-ish years "researching potential sites" for their new factory, and once the idiot is out of office they'll drop the pretense.
Did they just close the american user market for computers ?
Hey you know what there is no tariffs to these companies if they sell it to Canadians and Europeans customers instead !
I'm not going to be buying so it isn't going to hurt me further for this to happen. I'm much more worried about the federal proud boi's and their licence to kidnap and murder.
Then good news for you, if you are in Canada, global demand is about to go down a bit, and the prices will go down for us non-Americans in a couple of months. More PC gaming for us (🎉 I guess)
How can he post it there when someone has to set up that website first? This is a lemmy instance hosted in Canada, nothing wrong with being away from the bigger 'centralized' instances and posting something gaming relevant.
I wish your comment wasn't downvoted as it is fair.
While this community is hosted on our Canadian instance, I believe that it's still fair to post here as we (for better or for worse, currently worse) share close borders with the US and in the PC parts marketspace; generally whatever happens in the US tends to have effects up here as well.
Extras:
Funnily enough in this case however; Trump's decision will likely make markets outside the US better, Why?: well American companies themselves will likely redirect incoming parts to other nations as the tarrif cost will be difficult to bear in such short notice.
we saw this happen during Trump's initial tarrif snafu and we're probably gonna see this happen...again. What a fucking moron.
For my American friends, this really blows and I'm sorry :/
For those who I know, when I've got time I'll try to calculate if it's worth shipping parts into the US from Canada. It's so stupid that THIS is the timeline we're living in.
49 Comments
UnderpantsWeevil@lemmy.world · 116 pts · 216d
I love how Trump has exactly one note to play and he just wails on it at every opportunity
driving_crooner@lemmy.eco.br · 58 pts · 216d
And it's not something new. They're recordings of him from the 80's saying that the US got full of Japanese cars because of the lack of tariffs
brooke592@sh.itjust.works · 1 pts · 211d
Yeah, why would the ruling class expend more resources to make better products when they can just game the system so that they always win?
panda_abyss@lemmy.ca · 27 pts · 216d
That’s not true, often be threatened to invade places. Two notes.
But he just learned “whole milk” is spelled with a W, so he is learning new things.
inclementimmigrant@lemmy.world · 23 pts · 216d
Yup. I expect nothing less from a silver spoon moron that daddy bribed officials for his "prestigious" BS in economics.
ZkhqrD5o@lemmy.world · 55 pts · 215d
thorhop@sopuli.xyz · 48 pts · 215d
Yes please.
Signed Europe.
Damage@feddit.it · 7 pts · 215d
Especially since the data centers gobbling up RAM are mostly in the US
thorhop@sopuli.xyz · 2 pts · 214d
Tariff US processing. 300%. You have to logon with national ID and pay €20 up front to use ChatGPT.
Damage@feddit.it · 1 pts · 213d
Not my problem
thorhop@sopuli.xyz · 1 pts · 213d
Dammit. And here I thought I was talking to an EU premiere.
markz@suppo.fi · 3 pts · 215d
Doit doit doit
varnia@lemmy.blahaj.zone · 39 pts · 215d
I really don’t see the issue -tariffs on U.S. imports just mean fewer chips sold in the U.S. and more available for the rest of the world, right?
cosmicrookie@lemmy.world · 23 pts · 215d
It's an issue for people in the US but at this point I am ok with it
Soulg@ani.social · 4 pts · 215d
Does that help people elsewhere specifically or are you just happy to see us have issues atp
Railcar8095@lemmy.world · 11 pts · 215d
Yes
IndridCold@lemmy.ca · 3 pts · 215d
BootLoop@sh.itjust.works · 2 pts · 215d
Yeah definitely
NotSteve_@piefed.ca · 2 pts · 215d
both.gif
cosmicrookie@lemmy.world · 1 pts · 215d
If you do want to have a positive side to it, I guess it helps people learn that their choices and/or lack of action has consequences 👍
chuckleslord@lemmy.world · 1 pts · 215d
People don't learn that from consequences. Is this your first time being human? They have to be taught that lesson the hard way, by having it explained to them until they internalize it. It can take decades.
cosmicrookie@lemmy.world · 2 pts · 215d
In that case, I am happy for the people in the USA - they are in this process right now 👍
Arcka@midwest.social · 3 pts · 215d
If it helps build additional manufacturing capacity, it'd be a win for everyone in the long run. Obviously they won't get it right though.
inclementimmigrant@lemmy.world · 5 pts · 215d
There nothing available to the rest of the world because AI companies have bought the supply and they're not going to not buy it just because of the tariffs.
Now onto the cheering of lowering prices.
I honestly think it wont, especially in the long run.
If they move production onto US soil with the threat of tariffis and not with incentives like the CHIPS act, the prices will go up greatly, not just for the US but for everyone.
Take a look at TSMC and their current investments in the US. This investment is going to alter the global supply chain with these plants expected to provide around 30% of the global supply. And even now with the first plant, the company announced that the ROI is of course less than because it costs more to build here from materials, regulations, and staffing, which they've been moaning that they have a lack of qualified people in Arizona, go figure.
TSMC has already announced that they plan to raise prices by 10% in the 2026 year and expanding in the US so do you think that this raising in prices is just due to AI or do you think they're also making up for US production costs too? I tend to think it's a reaction to both since they did officially say it was a price raise to "expansion costs", that's with the billions in incentives, and what do you think will happen if the a company like SK Hynix, which is planning on expanding fabs, move it to the US for all global supply, will do to prices of RAM?
My two cents.
BootLoop@sh.itjust.works · 26 pts · 215d
Good. Send less RAM to that shit hole and send more to the rest of us.
1Fuji2Taka3Nasubi@piefed.zip · 24 pts · 215d
US needs DRAM more than DRAM manufacturers need the US market. Plus, no way Trump’s AI buddies who is buying up the DRAM supply will agree to pay the tariffs.
melsaskca@lemmy.ca · 21 pts · 215d
"Make us more chips or we'll make it so you don't send us any!" American Imperialism at it's finest, those chuckleheads.
WorldsDumbestMan@lemmy.today · 17 pts · 215d
Isn't companies like NVIDIA in USA one of the reasons for the RAM shortage? If he kills demand and pops the bubble, it will be hilariou-
WE NEED TO SHORT, NOW!
FlowerFan@piefed.blahaj.zone · 16 pts · 215d
God I love watching the bully shoot itself in the face
deliriousdreams@fedia.io · 11 pts · 215d
This is... ridiculously stupid. These companies will "commit to" increased US production of DRAM by
payinghaving an intern to spend the next 2-ish years "researching potential sites" for their new factory, and once the idiot is out of office they'll drop the pretense.SailorMoss@sh.itjust.works · 7 pts · 215d
You’re wrong, don’t be ridiculous. Why would these companies pay an intern?
Omgpwnies@lemmy.world · 5 pts · 215d
no, it'll be a mid-tier exec using it as a boondoggle to bang some hookers across the country on the company dime
VieuxQueb@lemmy.ca · 10 pts · 215d
Did they just close the american user market for computers ? Hey you know what there is no tariffs to these companies if they sell it to Canadians and Europeans customers instead !
merdaverse@lemmy.zip · 8 pts · 215d
Americans right now
kepix@lemmy.world · 8 pts · 215d
that will actually lower prices in other countries. good news!
Bakkoda@lemmy.world · 4 pts · 215d
You aren't meant to own things and we will take them away.
Itdidnttrickledown@lemmy.world · 4 pts · 215d
I'm not going to be buying so it isn't going to hurt me further for this to happen. I'm much more worried about the federal proud boi's and their licence to kidnap and murder.
GaryGhost@lemmy.world · 3 pts · 213d
Why would these companies care? Others will buy them
DarkFuture@lemmy.world · 2 pts · 215d
America's Age of Ignorance continues unabated.
jerkface@lemmy.ca · 1 pts · 215d
AntiBullyRanger@ani.social · -7 pts · 216d
Relevant?
Harvey656@lemmy.world · 22 pts · 216d
Less pc gaming if less pc parts... I guess?
Sibbo@sopuli.xyz · -6 pts · 216d
Maybe should have been posted in a lemmy.us community. This .ca is Canada isn't it?
UntimedDiffusion@piefed.zip · 18 pts · 216d
That's for the instance. This community is open for anyone and is the most active pcgaming community on Lemmy
ViatorOmnium@piefed.social · 10 pts · 215d
Then good news for you, if you are in Canada, global demand is about to go down a bit, and the prices will go down for us non-Americans in a couple of months. More PC gaming for us (🎉 I guess)
kugmo@sh.itjust.works · 8 pts · 216d
How can he post it there when someone has to set up that website first? This is a lemmy instance hosted in Canada, nothing wrong with being away from the bigger 'centralized' instances and posting something gaming relevant.
recursive_recursion@piefed.ca · -2 pts · 216d
I wish your comment wasn't downvoted as it is fair.
While this community is hosted on our Canadian instance, I believe that it's still fair to post here as we (for better or for worse, currently worse) share close borders with the US and in the PC parts marketspace; generally whatever happens in the US tends to have effects up here as well.
Extras:
Funnily enough in this case however; Trump's decision will likely make markets outside the US better, Why?: well American companies themselves will likely redirect incoming parts to other nations as the tarrif cost will be difficult to bear in such short notice.
For my American friends, this really blows and I'm sorry :/
For those who I know, when I've got time I'll try to calculate if it's worth shipping parts into the US from Canada. It's so stupid that THIS is the timeline we're living in.
madjo@piefed.social · 14 pts · 215d
No it's not a fair comment, it completely misunderstands how Lemmy, Piefed and the rest of the Fediverse works.
It's like complaining about Canadian news being posted on Reddit.com, because Reddit is a US website.
Or complaining about introverts being on Piefed.social.
AntiBullyRanger@ani.social · -3 pts · 215d
Canada can make a genocide in profits if they open a fab and sell RAM.
AntiBullyRanger@ani.social · -10 pts · 215d
Then why don't folks fabricate their parts?