this post was submitted on 24 Dec 2025
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Next up: MSI, ASUS, ... are pulling out of the consumer market due to falling revenue causing major price hikes.
Do MSI and ASUS have enough corporate/enterprise sales to offset the loss of consumer demand? With the RAM companies the consumer crunch is caused by AI companies bidding up the price of raw memory silicon well beyond what makes financial sense to package and solder onto DIMMs (or even directly solder the packages onto boards for ultra thin laptops).
Asus is a significant ODM, supplying boards for brands like HP. I'm not sure what lines/models they make today, but they are a lot bigger than just their consumer lines.
Here's to hoping that it increases pressure to break the cartels and start getting the ball rolling on more independent foundries.
Problem I see with new foundries is that the profit is still going to be selling to data centers. It would take a philanthrope like Marc Cuban selling meds at cost, selling at a loss to enthusiasts.
Calling Marc Cuban a philanthrope feels icky, but he is doing a thing that I think is genuine.