A new report suggests that all three memory manufacturers — Samsung, SK Hynix, and Micron — have collectively sold through their 2027 memory manufacturing capacity to AI companies.
Nah, we’ll stall on this generation. Even if a new one is released, very few will pay the extra when games would alreadyhave to start becoming RAM optimized again. Even Windows just dropped their 32GB recommendation.
Without the recommendation being met, people weren’t buying windows PCs, so lower the requirement and people will buy more computers and more copies of windows. Which means they always could have just optimized better if they felt pressure.
Games will 100% do the same.
Which could be a huge thing for rational companies right now.
The big hurdle to domestic production is you’ll spend billions and by the time it’s built it’s “last gen”.
Instead of useless data centers, we could be building up domestic chip production, confident it will still produce top of the line chips when it goes live.
A literal golden opportunity, more so if China goes after Taiwan finally, you’d be the only international supplier.
Odd to think that the Windows Vista days are coming around again.
Wasn’t that one of the reasons that people didn’t like it? A lot of manufacturers basically just crammed it onto XP-spec machines, so it ran horrendously, and was generally awful to use.
And also everyone was running garbage Windows XP applications which wanted administrator permissions and to save it’s data in the Program Files folder.
For years the accounts software we used at work required you to install it in C:\ because it couldn’t handle keeping it’s data and executable in different places.
None of the chips built for datacentres are useful for gaming. None of the RAM in these chips is useful for normal computing - even servers - much less home gaming.
AI compute believes it’s still in a “race” so they won’t want to be using previous gen chips unless forced to in some way.
This isn’t the “dark fibre” of the AI bubble. It’s just a future pile of trash.
None of the chips built for datacentres are useful for gaming. None of the RAM in these chips is useful for normal computing - even servers - much less home gaming.
…
Yes, literally everyone knows that…
If you ask why the production of two different form factors that use the same infrastructure could effect the quantities produced, I can probably explain that for you.
But it’s like being surprised you have to wait in line at checkout despite being the only person in Costco buying a single can of grape soda, so hopefully you can figure it out from here.
Next time you feel like you’re missing something though, it’s easier to just ask first rather than hoping someone else takes all this time instead of just ignoring you and not explaining what you’re missing
You’re right about domestic production but I think the situation is much worse. We’ve tried to make advanced chips domestically and we can’t do it. Taiwan has had decades to perfect the resource allocation, supply chains, knowledge, and work culture to make those damn things.
It should be an executive order to make them domestically, and put up with the years of failure and low output. It’s a matter of national security to be able to create and maintain computers and other advanced tech.
Taiwan has had decades to perfect the resource allocation, supply chains, knowledge, and work culture to make those damn things.
…
Uh, Apple taught them from scratch in less than 20 years.
Now they have a proven plan on how to do it, what to look out for.
Like, the on part Apple didn’t understand is that China was ok with Apple employees being treated as disposable, because they’d burn out, quit, (maybe) recover, and by then alreybe replaced.
Now an Apple trained employee needs a job and Apple won’t hire them back. Repeat that tens of thousands of times and before Apple releazied all they were doing was training their competition, it was too late.
It wouldn’t be “years of failure and low output”. It would be years of nothing to build the infrastructure and then flip a switch.
As a bonus this makes chips for weapons in parallel, something we desperately need to do.
This ain’t just a crackpot idea, and it’s not just mine.
It’s just any country that does it, risks kissing off the only manufacturer till up and running. It’s fucking with trillions of dollars. We need an arms race scenario with multiple countries trying to be first.
Apple uses TSMC’s services because there’s a huge difference between what Apple does (chip design) vs what TSMC does (chip manufacturing).
It wouldn’t be “years of failure and low output”. It would be years of nothing to build the infrastructure and then flip a switch.
No, the failure and low output come AFTER the switch is flipped, unless you get a TON of industry know-how from TSMC. First you have nothing, then you have low yields until you figure out the processes.
There’s no problem with ‘last gen’ right now. The “ai” bullshit and global rise of fascism has slowed tech progress to a crawl, and even ten or fifteen year old systems are pretty good right now.
I know you know this, but PC RAM is useful for a lot more than games. Workstation PCs are where I find this situation really hurts. I suppose that to an extent, some of what you describe might apply to development and design tools.
Before this shortage took off, I got a rock-5-itx (ARM computer) with a whopping 32GB of RAM which was definitely overkill for the home server I use it as, but now it feels insanely decadent. I’m looking for ways to utilize it, like running Immich with the full AI facial recognition features and whatnot, Nextcloud with the full text search, etc.
Nah, we’ll stall on this generation. Even if a new one is released, very few will pay the extra when games would alreadyhave to start becoming RAM optimized again. Even Windows just dropped their 32GB recommendation.
Without the recommendation being met, people weren’t buying windows PCs, so lower the requirement and people will buy more computers and more copies of windows. Which means they always could have just optimized better if they felt pressure.
Games will 100% do the same.
Which could be a huge thing for rational companies right now.
The big hurdle to domestic production is you’ll spend billions and by the time it’s built it’s “last gen”.
Instead of useless data centers, we could be building up domestic chip production, confident it will still produce top of the line chips when it goes live.
A literal golden opportunity, more so if China goes after Taiwan finally, you’d be the only international supplier.
As far as I know, no country is doing it tho.
Yes, but they haven’t actually done the memory optimisation work. They just plan to sell underpowered machines.
Odd to think that the Windows Vista days are coming around again.
Wasn’t that one of the reasons that people didn’t like it? A lot of manufacturers basically just crammed it onto XP-spec machines, so it ran horrendously, and was generally awful to use.
And also everyone was running garbage Windows XP applications which wanted administrator permissions and to save it’s data in the Program Files folder.
For years the accounts software we used at work required you to install it in C:\ because it couldn’t handle keeping it’s data and executable in different places.
…
They didn’t need 32 GB to run windows…
They never needed 32 GB to run windows, they never would.
Windows said every laptop needs what a gaming pc needs, because Windows wanted us to have that ram to use AI features that are coming.
Like…
They didn’t have to optimize because they never needed it to begin with
None of the chips built for datacentres are useful for gaming. None of the RAM in these chips is useful for normal computing - even servers - much less home gaming.
AI compute believes it’s still in a “race” so they won’t want to be using previous gen chips unless forced to in some way.
This isn’t the “dark fibre” of the AI bubble. It’s just a future pile of trash.
…
Yes, literally everyone knows that…
If you ask why the production of two different form factors that use the same infrastructure could effect the quantities produced, I can probably explain that for you.
But it’s like being surprised you have to wait in line at checkout despite being the only person in Costco buying a single can of grape soda, so hopefully you can figure it out from here.
Next time you feel like you’re missing something though, it’s easier to just ask first rather than hoping someone else takes all this time instead of just ignoring you and not explaining what you’re missing
You’re right about domestic production but I think the situation is much worse. We’ve tried to make advanced chips domestically and we can’t do it. Taiwan has had decades to perfect the resource allocation, supply chains, knowledge, and work culture to make those damn things.
It should be an executive order to make them domestically, and put up with the years of failure and low output. It’s a matter of national security to be able to create and maintain computers and other advanced tech.
Biden tried to do just that. But our own beloved oompa lumpa axed that first chance it got. Because… I’m not certain it’s “reasoning”
Because it was Biden’s accomplishment. That alone meant it had to go. He’s a vindictive, narcissistic toddler.
…
Uh, Apple taught them from scratch in less than 20 years.
Now they have a proven plan on how to do it, what to look out for.
Like, the on part Apple didn’t understand is that China was ok with Apple employees being treated as disposable, because they’d burn out, quit, (maybe) recover, and by then alreybe replaced.
Now an Apple trained employee needs a job and Apple won’t hire them back. Repeat that tens of thousands of times and before Apple releazied all they were doing was training their competition, it was too late.
It wouldn’t be “years of failure and low output”. It would be years of nothing to build the infrastructure and then flip a switch.
As a bonus this makes chips for weapons in parallel, something we desperately need to do.
This ain’t just a crackpot idea, and it’s not just mine.
It’s just any country that does it, risks kissing off the only manufacturer till up and running. It’s fucking with trillions of dollars. We need an arms race scenario with multiple countries trying to be first.
Source on TSMC hiring ex-Apple employees lol
Apple uses TSMC’s services because there’s a huge difference between what Apple does (chip design) vs what TSMC does (chip manufacturing).
No, the failure and low output come AFTER the switch is flipped, unless you get a TON of industry know-how from TSMC. First you have nothing, then you have low yields until you figure out the processes.
There’s no problem with ‘last gen’ right now. The “ai” bullshit and global rise of fascism has slowed tech progress to a crawl, and even ten or fifteen year old systems are pretty good right now.
Plus, you’re making this or drafting tables.
I know you know this, but PC RAM is useful for a lot more than games. Workstation PCs are where I find this situation really hurts. I suppose that to an extent, some of what you describe might apply to development and design tools.
Before this shortage took off, I got a rock-5-itx (ARM computer) with a whopping 32GB of RAM which was definitely overkill for the home server I use it as, but now it feels insanely decadent. I’m looking for ways to utilize it, like running Immich with the full AI facial recognition features and whatnot, Nextcloud with the full text search, etc.