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The RAM shortage could last years
311–320 of 536 posts
Re: The RAM shortage could last years
#312As an aside, recently I wanted to refresh my gaming PC, but the price shock and general lack of availability of buying components individually made it seem hardly worth it, so I just kept deferring the project. Then, mostly by chance, I saw that my local Microcenter had some pre-builts for sale, and I ended up picking one up for The last time I built a gaming PC was upwards of a decade ago, and at that time the preva…
I did the exact same thing during Covid, the prebuilt ended up being ~20% cheaper than buying the individual components (I needed a full upgrade). Maybe a little less since I could have reused my case.
Re: The RAM shortage could last years
#313Earlier quoted context omitted.
> I am surprised we consider TSMC like a natural resource: isn't it really a combination of know-how and build-out according to that know-how? Have you seen how many states and countries look enviously at Silicon Valley’s tech companies, China’s manufacturing dominance, or London’s financial sector and try to replicate them? Turns out it’s way harder than you’d expect. Hell, Intel can’t match TSMC despite decades of…
With you on the first two, but I haven't heard of London's financial sector being a big deal, what's going on there?
You really haven't heard? It's like the only thing the British economy has going for it.
Re: The RAM shortage could last years
#314We have the saying in my country: The days of things being cheap are over.
Re: The RAM shortage could last years
#315It will last forever. After covid, all manufacturers understood the value of limiting supply and extracting profits. Cars used to super cheap before covid, they will never go back to the same levels. From now on, RAM will always be super costly for consumers, because they can't make massive deals like Apple/OpenAI/etc. We are the bagholders.
Of course, clearly businesses were just stupid before and only learned how to make revenue in 2021.
Re: The RAM shortage could last years
#316Re: The RAM shortage could last years
#317It seems that RAM manufacturers are still reluctant to increase production. They know something that investors don't about long term RAM demands?
They're doing this but it takes time and if they overshoot even a little they're screwed.
Re: The RAM shortage could last years
#318Earlier quoted context omitted.
This just highlights what an utter failure and self-inflicted wound the green policies of Euro countries have been. Europe has already lost the AI race to the U.S. and China.
Renewables is the only realistic path to energy independence. Today's global situation should show the absolute necessity of that, even if you dont give a sh*t about the environment. Had we done more 10 years ago we would have been better of. The second best time to start is now.
I mean nuclear provides that too.
(We used to build it at a fraction of the cost and less than half of the time that we do with our modern fuckups and fuel can come from just about anywhere if need be. It might be a lot more expensive than the stuff kazachstan and still be a fraction of the cost.)
I think ideally we would've done both to press the cost of nuclear down and given the fact that the renewables rollout turned out to be a lot lot more expensive than proponents claimed it would be whilst still tying us up into gass to cover winter.
Re: The RAM shortage could last years
#319Ok 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…
To add a more local hurdle as well, 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. That is, memory capacity is reserved for datacenters yet to be built, but this will do weird things if said datacenter const…
I think Denmark is in the same situation, and recently gave a timeline of 10 years for new projects to get connected to the grid.
Re: The RAM shortage could last years
#320Earlier quoted context omitted.
> why do they come up with the idea that this is the technology of the gods, unaffordable by mere mortals? because the gods want it all and are willing to pay top dollar.
Isn't this the case of money going from left pocket to the right, since these companies are owned by the same investment funds? I wonder whether this is some kind of a racket.
> Isn't this the case of money going from left pocket to the right, since these companies are owned by the same investment funds?
No.