131–140 of 490 posts
I saw on Twitter that TSMC has made 1B worth of chips for Apple that they cannot package because of missing memory. (PS: It is time to let ASML sell to CXMT.)
The big three are also expanding their capacity. IMO, it seems to make more sense to sell equipments to those who could make better, efficient use of them. ASML has a backlog of €38.8 billion and is fully booked for 2027.
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?
Earlier quoted context omitted.
Indeed. There's a reason the US government has historically stopped air traffic / railroad / longshore strikes: cascading effects. If memory is now upstream of so many companies, then maybe a higher regulatory involvement would be appropriate (like power companies). Specifically, and it could fix all of this, capping the max % of their supply they're allowed to sell into the AI space.
I hear what you're saying but memory ultimately is not infrastructure, it's a commodity that's shipped over infrastructure. The arguments for infrastructure being managed more tightly by the government is because it's a natural monopoly that everything depends on. Memory isn't a natural monopoly, if we found ourselves in a spot where we all depend on 3 companies then that's not a law of nature, we need more companies…
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).
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?
I saw on Twitter that TSMC has made 1B worth of chips for Apple that they cannot package because of missing memory. (PS: It is time to let ASML sell to CXMT.)
I thought CXMT already have plenty of capacity - Apple are currently talking to the US government for blessing to buy from them. Other manufactures like Micron do have aggressive expansion plans, but fabs take a long time to build and bring online - multiple years.
https://www.guru3d.com/story/cxmt-dram-capacity-reportedly-s...