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The RAM shortage could last years

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101–110 of 536 posts

Re: The RAM shortage could last years

#101

I just checked my gaming PC I built a few years ago with 64GB of DDR5 RAM, its actually gone up in value, that is unheard of generally. Think I will scrap my PC and sell its parts. I wonder if there are any niche companies building decent rigs with DDR3 and 5/6th generation Intel CPUs out there, it is cheap and might be a business opportunity?

I am still running a DDR3 2nd Gen i7. 32GB RAM, it is surprisingly comfortable but I also dont push it too hard.

Re: The RAM shortage could last years

#102
post #79

Ok so Samsung, SK Hynix and Micron do not have the capacity to meet demand. Also, what little capacity they do have they are allocating to HBM over DRAM. Based on my limited knowledge HBM can not be easily repurposed for consumer electronics. Translation: main street is cooked for the next 3-4 years. It doesn't stop there though. OpenAI is currently mired in a capital crunch. Their last round just about sucked all th…

Don’t the memory makers always get left holding the bag? I feel this has happened at least three times before.

DRAM and to a lesser degree storage are notorious for their feast and famine cycles

(Well that and collusion)

Re: The RAM shortage could last years

#103

Earlier quoted context omitted.

> the Dutch power grid is at capacity and its managing company is now telling companies that planned to build a datacenter that they can't be connected to the grid until 2030, even though said companies already paid for and got guarantees about that connection. Are the Netherlands a large proportion of global datacenters?

Is that relevant? The grid in every country is getting ridiculously stressed by datacenters.

What the grid looks like in different countries is very different. The Dutch power grid is already almost 50% renewables, which is an inconvenience for adding capacity because that's around where you have to start really dealing with storage in order to add more.

In most other places the percentage is significantly less than that and then you can easily add more of the cheap-but-intermittent stuff because a cloudy day only requires you to make up a 10% shortfall instead of a 50% one, which existing hydro or natural gas plants can handle without new storage when there are more of them to begin with.

Re: The RAM shortage could last years

#104

I’m a bit of an optimist. I think this will smack the hands of developers who don’t manage RAM well and future apps will necessarily be more memory-efficient.

Using a lot less RAM often implies using more CPU, so even with inflated RAM prices, it's not a good tradeoff (at least not in general).

Re: The RAM shortage could last years

#105

Ok so Samsung, SK Hynix and Micron do not have the capacity to meet demand. Also, what little capacity they do have they are allocating to HBM over DRAM. Based on my limited knowledge HBM can not be easily repurposed for consumer electronics. Translation: main street is cooked for the next 3-4 years. It doesn't stop there though. OpenAI is currently mired in a capital crunch. Their last round just about sucked all th…

The market is already stagnated. Even if OpenAI doesn’t buy what they reserved other players will do so. SK Hynix CEO said there is a 20% gap between supply and demand per year. And that doesn’t account the shock effect that will take place the moment prices normalize and everyone and their dog will go out and start buying inventory to avoid the next crisis. I for one would certainly buy more than I currently need just in case.

Re: The RAM shortage could last years

#106

Ok so Samsung, SK Hynix and Micron do not have the capacity to meet demand. Also, what little capacity they do have they are allocating to HBM over DRAM. Based on my limited knowledge HBM can not be easily repurposed for consumer electronics. Translation: main street is cooked for the next 3-4 years. It doesn't stop there though. OpenAI is currently mired in a capital crunch. Their last round just about sucked all th…

What kind of consumer electronics can you build with HBM? That's the startup you should be founding...

AMD has built some consumer GPUs in the recent past with HBM - RX Vega and Radeon VII (although I assume not all "HBM" is created equal).

Re: The RAM shortage could last years

#108

Earlier quoted context omitted.

What kind of consumer electronics can you build with HBM? That's the startup you should be founding...

AMD has built some consumer GPUs in the recent past with HBM - RX Vega and Radeon VII (although I assume not all "HBM" is created equal).

My vega 56 still has 400gb/s of memory which is still insane for how old the card is.

Re: The RAM shortage could last years

#109
post #104

I’m a bit of an optimist. I think this will smack the hands of developers who don’t manage RAM well and future apps will necessarily be more memory-efficient.

Using a lot less RAM often implies using more CPU, so even with inflated RAM prices, it's not a good tradeoff (at least not in general).

Or just using less electron and writing less shit code.

Re: The RAM shortage could last years

#110
post #104

I’m a bit of an optimist. I think this will smack the hands of developers who don’t manage RAM well and future apps will necessarily be more memory-efficient.

Using a lot less RAM often implies using more CPU, so even with inflated RAM prices, it's not a good tradeoff (at least not in general).

Only if the software is optimised for either in the first place.

Ton of software out there where optimisation of both memory and cpu has been pushed to the side because development hours is more costly than a bit of extra resource usage.

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