51–60 of 202 posts
Ex-Apple kernel engineer here, Apple will deal with the memory shortage by making software more efficient in ram usage. Apple will just make every aspect of the system more and more memory efficient. They've done it before over and over and can do it again.
Apple? Sure. What about other developers? Firefox, Chrome already use gigabytes of RAM.
I wonder if companies like Apple will eventually start making memory themselves.
in a sense that's exactly what cartel wants - to lure out investments that will get squashed into uselessness by supply flood that will follow
It’ll probably only be worth it if it enables something “new” like more bigger Ultra chips or something.
I wonder if companies like Apple will eventually start making memory themselves.
Apple has started making a lot of different things in house, its only a matter of time imo.
Ex-Apple kernel engineer here, Apple will deal with the memory shortage by making software more efficient in ram usage. Apple will just make every aspect of the system more and more memory efficient. They've done it before over and over and can do it again.
Apple? Sure. What about other developers? Firefox, Chrome already use gigabytes of RAM.
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And by "places orders" we mean "helps TSMC acquire plots of land on which their next facilities will be constructed" kind of level of scope, timing, and commitment.
TSMC doesn't make RAM do they?
Ex-Apple kernel engineer here, Apple will deal with the memory shortage by making software more efficient in ram usage. Apple will just make every aspect of the system more and more memory efficient. They've done it before over and over and can do it again.
Apple? Sure. What about other developers? Firefox, Chrome already use gigabytes of RAM.
(Often the ads on the websites.)
This reads like Apple fanfiction to me. > But then Apple can negotiate on another basis and say, well, if you don’t do us a favor here and give us a better rate, then maybe we won’t work with you when all this settles down. You know things are going to settle down. These things are always cyclical. There’s never been a semiconductor boom that’s not followed by a semiconductor bust. Never. And they know it. I have to…
Apple bought PA Semi as the starting point to getting off of Intel. Theoretically, memory seems like something Apple could figure out how to fab. And it's not like they don't have any capital reserves.
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And a 64G DDR5 ECC DIMM costs $3K and is backordered. If ths isn't a bubble and demand persists, some new players are eventually going to want a cut of that.
We aren't talking about making new lug-nuts. A company can't just will a fab into existence. For example, Micron is actively building a few new fabs. One of which has been in progress since Biden (pretty close to my home in fact). It's not going to be completed for another 5 years at a minimum. And this is a company that has the experience and partnerships for producing fabs. Yes, a new company might decide they want…
Not even they necessarily have the experience to do it! Intel has a policy called "Copy EXACTLY!" for fab construction where they make every irrelevant detail the same as their last fab, because they don't actually know which of the details matter.
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Apple bought PA Semi as the starting point to getting off of Intel. Theoretically, memory seems like something Apple could figure out how to fab. And it's not like they don't have any capital reserves.
DRAM fabs are their own well-known specialized process which is covered by the DRAM companies. It doesn't make sense to start a competitor for it.
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High prices for RAM should attract competition.
Chinese DRAM production is already getting ready to ramp up. https://www.tomshardware.com/pc-components/ram/hp-reportedly...
I can’t wait for times when I can afford chips from less than 8 years ago.