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Comment by moffkalast

1 day ago

AMD will certainly be very happy to raise prices significantly when they have a defacto monopoly over the market segment alright.

If it’s too expensive, I will play on my phone or my macbook instead of a gaming pc. They can’t increase the prices too much.

I keep hearing this and yet history has proved, time and again, that any overly greedy monopolist achieves the reverse effect of monopoly.

Don't get too worried. People still can and do vote with their wallets. Additional vector of attack against greedy capitalists is also the fact that the economy is not doing great either.

They cannot increase prices too much.

I also predict that the DDR5 RAM price hikes will not last until 2027 or even 2028 as many others think. I give it maximum one year, I'd even think the prices will start slightly coming down during summer 2026.

Reading and understanding economy is neat and all but in the modern age some people forget that the total addressable market is not infinite and that the regular customers have relatively tight budgets.

  • > I keep hearing this and yet history has proved, time and again, that any overly greedy monopolist achieves the reverse effect of monopoly.

    this is true in general

    but the barrier to entry for gaming GPUs is massive (hundreds of billions)

    intel have been working at it for close to a decade and now just about have a workable product, at the low end

    • Yes, I agree. But there are plenty of GPUs on the market still, and even more on the second-hand market as well.

      By the time those are depleted we'll have a new player.

  • Well I certainly hope you're right. The sheer amount of knowhow it takes to produce usable silicon and the relative undersupply seems like a massive problem when the end result with basically the same upfront investment can go for 3k or 30k in different markets.

    I'm hoping the Chinese fabs can finally catch up enough to provide a meaningful alternative both for memory and compute. They're more or less the only ones still making consumer grade stuff in lots of other segments, the rest of us just make overpriced low volume products for the highest bidder.