So, look at it this way. A 50% increase on just the SOC (not any of the other components) would be equivalent to something like an extra $20 on a $200 memory module.
So the average consumer will still buy it and pay $20 extra. But Open AI and the like are buying thousands. That $20 adds up. It adds up real fast. And that’s what companies like SanDisk are counting on.
The article does a poor job of explaining in real world money how much extra these components will cost and that’s part of the reason people are freaking out.
So, look at it this way. A 50% increase on just the SOC (not any of the other components) would be equivalent to something like an extra $20 on a $200 memory module.
So the average consumer will still buy it and pay $20 extra. But Open AI and the like are buying thousands. That $20 adds up. It adds up real fast. And that’s what companies like SanDisk are counting on.
The article does a poor job of explaining in real world money how much extra these components will cost and that’s part of the reason people are freaking out.