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gzt

gzt
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  #3506399 26-Jun-2026 18:00
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Also a PCB resin shortage after Iran War strikes related to a key Saudi plant:

https://www.cnbc.com/2026/06/07/inflation-iran-war-consumer-economy-electronics.html



SpartanVXL
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  #3506408 26-Jun-2026 20:18
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Asteros:

 

I don't want to be that guy but that would be making it a little too easy. It wouldn't take much to figure out what I'm alluding to, especially since I'm a neophyte with tech, as it's starting to get a lot more traction in the business press.

 

 

I mean burden of proof and all that, this is a tech forum so likely someone would be able to look and say if it’s snake oil.

 

The problem is the insatiable demand, improvements in efficiency or more are just taken in stride. There are reports of places just buying it to keep on hand instead of using it, and even old gen spiking massively because demand is wanting anything it can get it’s hands on.

 

It’s not getting better until something gives.


Rushmere
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  #3506412 26-Jun-2026 20:54
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For anyone looking to buy right now, the prices haven't been updated on the Airpoints Store yet (even though purchases come straight from Apple).

 

My partner's laptop died tonight. PB Tech increased prices pretty promptly, but I've just grabbed a new MacBook Neo from the Airpoints Store at the old price. Even better still, I had enough Airpoints, so no cash changed hands. Phew.

 

I presume the prices will be updated very soon, so get in quick. At the time of writing, MacBook Airs, Pro's, Neo's and Apple TV's all look to be still at the old prices. 




Handle9
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  #3506422 27-Jun-2026 01:42
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I built a reasonably high end gaming pc in October/November. Just for shits and giggles I repriced it today. 

 

The price had gone up 55% for the same components. It puts these price rises in perspective I guess. 


Handle9
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  #3506423 27-Jun-2026 01:43
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Asteros:

 

I don't want to be that guy but that would be making it a little too easy. It wouldn't take much to figure out what I'm alluding to, especially since I'm a neophyte with tech, as it's starting to get a lot more traction in the business press.

 

 

You are being that guy. 

 

If you’ve got something to say, say it. 


cddt
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  #3506424 27-Jun-2026 05:53
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Asteros:

 

I don't want to be that guy but that would be making it a little too easy. It wouldn't take much to figure out what I'm alluding to, especially since I'm a neophyte with tech, as it's starting to get a lot more traction in the business press.

 

 

You are being that guy. We're not going to pick up on the point you're trying to get across if you speak in riddles and half-hints. 


 
 
 

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Senecio
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  #3506435 27-Jun-2026 07:13
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I wonder how long it will take for Marketplace and Trademe to be flooded with 4yr old Apple TV 4K 3rd gens asking for more than people paid for them?


alasta
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  #3506437 27-Jun-2026 07:23
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elpenguino:

 

Yes, but there's competition between vendors on hardware in every area - except apple.

 

They charge what they like and people pay it.

 

 

Based on the comments here and the reactions on Wall Street, it's pretty clear that there are limits to what people are willing to pay.

 

It will be interesting to see what they do with the pricing of the Apple Watch Ultra. It's still $1600 compared with $2400 for the Garmin Fenix 8 Pro, so it's probably still good value even with a significant price bump. As for phones and laptops, I'll just be stretching my replacement cycles. 


Asteros
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  #3506505 27-Jun-2026 09:30
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YMTC, CXMT. Yes I have been wrong many times in the past, and will continue to be wrong into the future.


RunningMan
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  #3506527 27-Jun-2026 13:40
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Asteros:

 

YMTC, CXMT. Yes I have been wrong many times in the past, and will continue to be wrong into the future.

 

 

Still talking in code. If you've got something to contribute, please do...


Stu1
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  #3506528 27-Jun-2026 13:46
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alasta:

 

elpenguino:

 

Yes, but there's competition between vendors on hardware in every area - except apple.

 

They charge what they like and people pay it.

 

 

Based on the comments here and the reactions on Wall Street, it's pretty clear that there are limits to what people are willing to pay.

 

It will be interesting to see what they do with the pricing of the Apple Watch Ultra. It's still $1600 compared with $2400 for the Garmin Fenix 8 Pro, so it's probably still good value even with a significant price bump. As for phones and laptops, I'll just be stretching my replacement cycles. 

 

 

I love my Garmin don’t have to charge it every day, for the cost of Apple watches the battery should last weeks not hours . My phone is bad enough 


 
 
 

Shop now on AliExpress (affiliate link).
alasta
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  #3506529 27-Jun-2026 14:48
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Stu1:

 

I love my Garmin don’t have to charge it every day, for the cost of Apple watches the battery should last weeks not hours . My phone is bad enough 

 

 

I do about five hours a week of endurance sports and I find that I only charge the Apple Watch Ultra every two to three days, so I've never really understood the complaints about battery life. I'm more concerned about the ergonomics, especially my constant tendency to mark a lap when I intended to pause or vice versa, but that's a subject for another day. 


SpartanVXL
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  #3506531 27-Jun-2026 14:56
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Asteros:

 

YMTC, CXMT. Yes I have been wrong many times in the past, and will continue to be wrong into the future.

 

 

Not sure why you think those will affect consumer pricing? They will go after whoever pays the most for their wafers which will not be consumer market.

 

Some other points:

 

  • They can’t do high speed HBM, they aren’t at the same level as the others.
  • The unspoken rule of their country is they meet domestic demand first.
  • US datacentres won’t take their product, demand doesn’t go down.

They will need another 3 years even if they do it at their breakneck speeds. Any relief in demand pressure is met with bigger models. Again, these companies are taking anything they are getting their hands on including ddr5/ddr4 chips.

 

So yea, the price for end users is staying until something gives.


wellygary
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  #3506535 27-Jun-2026 15:39
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China cannot currently play in the HBM AI data centre playground because people like ASML are forbidden from selling to China ( Yes China have their "Manhattan" project... but its years away from being commercialised at scale)

 

Yes, more Fabs can help the lower end squeeze ( eventually) but at the moment the top end demand is so great its outstripping any extra capacity coming into the market


Asteros
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  #3506536 27-Jun-2026 16:04
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I understand what you’re saying, but I respectfully disagree. Increased availability of what you describe as  “low end” silicon will have a major impact on price for consumer electronics. CXMT has stated their goal is to flood the market for regular consumers. HP placed major LPDDR5 orders with CXMT in January, Qualcomm began custom DRAM work with the company in April, and Dell, Asus, and Acer have all been in discussions. Furthermore, the company isn't tied to any data center contracts (for now), so it has largely empty production lines just waiting for customers.I guess we’ll have to wait and see what happens and yes I could be wrong. Also it will be interesting if YMTC undercuts Samsung and SK Hynix; reportedly they having been undergoing validation testing for months and also have significant production capacity. Once I again I could be wrong. This is how I see it.


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