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2027 memory capacity is reportedly sold out

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Re: 2027 memory capacity is reportedly sold out

#111
post #7

All those devs who were saying "ram is cheap" BTFO.

OK I’ll take the bait. Were devs supposed to optimize RAM for a shortage that might come? I’m guessing you had enough foresight to stockpile RAM?

They were supposed to optimize for the situation in which they weren't the only program running on a computer, and they failed to do it.

Re: 2027 memory capacity is reportedly sold out

#112

Amazon has implemented a password system for RAM delivery. You're supposed to give a password to the deliverer before taking delivery of the RAM, and you're not supposed to send the password over the phone at all (although the Amazon delivery guy still called me and asked for it over the phone).

They did the same for a Samsung Fold phone delivered to me last month (in the US).

Re: 2027 memory capacity is reportedly sold out

#113

Earlier quoted context omitted.

OK I’ll take the bait. Were devs supposed to optimize RAM for a shortage that might come? I’m guessing you had enough foresight to stockpile RAM?

They were supposed to optimize for the situation in which they weren't the only program running on a computer, and they failed to do it.

Can you blame them? Users didn't care. Heck, developers didn't care - look at how popular vscode is.

Re: 2027 memory capacity is reportedly sold out

#114

The boom cycle looks like it's going to last a while, but it never lasts forever. If the current memory manufacturers all conspire to not build more capacity, I'm sure someone else will (eg China).

CXMT is now producing as much as one of the big three. Only for China, of course.

[deleted]

Re: 2027 memory capacity is reportedly sold out

#115
post #87

Honest question: is this the first time this thing happens? Besides the AI craze, to me it sounds kinda reasonable. Most large buyers (apple, public clouds, OEMs) do forecasting and orders in advance, right?

Memory prices are cyclical. But this is bigger and longer than most cycles.

Re: 2027 memory capacity is reportedly sold out

#117

Earlier quoted context omitted.

It doesn't matter. The perception is all datacenters do AI (not necessarily wrong nowadays either) and that's all that matters to the public when they see so many lost jobs and high computer / phone prices.

And how does the public know there is a datacenter inside a random building?

The local government would need to know, and that would come out in town meetings.

Re: 2027 memory capacity is reportedly sold out

#118

Amazon has implemented a password system for RAM delivery. You're supposed to give a password to the deliverer before taking delivery of the RAM, and you're not supposed to send the password over the phone at all (although the Amazon delivery guy still called me and asked for it over the phone).

[deleted]

Re: 2027 memory capacity is reportedly sold out

#119
post #116

Why AI companies wont build their own RAM but prefer to pay multiple times more than what they sold pre AI boom? (And ram business was still profitable). They already make custom processors

Too slow, bum and bust cycles, dependencies one layer down are also booked up.

Re: 2027 memory capacity is reportedly sold out

#120
post #116

Why AI companies wont build their own RAM but prefer to pay multiple times more than what they sold pre AI boom? (And ram business was still profitable). They already make custom processors

AI companies aren't fabbing processors. They're buying capacity at fabs to make their own designs. To make more RAM, they'd need to invest in making more DRAM fabs, which is a slow process.
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