Earlier quoted context omitted.
And none of these companies are operating their own fabs, that's the problem. Fabs are a cutthroat business that's very hard to get into. It costs billions of continual investment to stay a float. That's why there's really only about 3 different companies with cutting edge fabs. TSMC, Micron, and Samsung. Even intel, who built a huge portion of their business on cutting edge fab tech, has struggled to keep funding it…
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.
How can Apple deal with the memory shortage?
71–80 of 202 posts
Re: How can Apple deal with the memory shortage?
#72I wonder if companies like Apple will eventually start making memory themselves.
they blew it! They could have bought Intel for cheap and made memory AND CPUs!
[1] A “strategic” expense is named like this when you can’t justify it by any rational means.
Re: How can Apple deal with the memory shortage?
#73Ex-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.
Re: How can Apple deal with the memory shortage?
#74[flagged]
completely agree. Most Apple users are in it for the ecosystem. Tech people care about performance and these people don't typically choose Apple until recently with the M series which are a beast. Even I'm envious.
Re: How can Apple deal with the memory shortage?
#75Earlier quoted context omitted.
Apple? Sure. What about other developers? Firefox, Chrome already use gigabytes of RAM.
It's the websites that use that RAM, not the browsers. (Often the ads on the websites.)
Re: How can Apple deal with the memory shortage?
#76Ex-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.
Re: How can Apple deal with the memory shortage?
#77Re: How can Apple deal with the memory shortage?
#78Earlier quoted context omitted.
SpaceX/xAI is investing in creating their own fab. If they can, Apple certainly can.
They can’t. Operating a FAB requires employing PhDs that are willing to work 8 hours shifts with no breaks (each removal of a bunnysuit is an expensive exercise), and there’s no reason to believe SpaceX is capable of hiring such people.
Re: How can Apple deal with the memory shortage?
#79Less APP, more LLM
Re: How can Apple deal with the memory shortage?
#80Earlier quoted context omitted.
They can’t. Operating a FAB requires employing PhDs that are willing to work 8 hours shifts with no breaks (each removal of a bunnysuit is an expensive exercise), and there’s no reason to believe SpaceX is capable of hiring such people.
There was a point made recently by Musk that the whole clean room idea is outdated if you can just ensure the path the silicon takes from wafer to lidding is clean. Seems solvable to me, but leaves me wondering why it hasn’t been done before. I assume there is no human handling of raw/etched silicon now anyway, so why does the whole room need to be clean?