sanitation@lemmy.today to Technology@lemmy.worldEnglish · 22 hours agoValve Says The Companies Making RAM Give Them A Price And If They Say No, They ‘Never Talk To Us Again’kotaku.comexternal-linkmessage-square100fedilinkarrow-up1491arrow-down16cross-posted to: [email protected]
arrow-up1485arrow-down1external-linkValve Says The Companies Making RAM Give Them A Price And If They Say No, They ‘Never Talk To Us Again’kotaku.comsanitation@lemmy.today to Technology@lemmy.worldEnglish · 22 hours agomessage-square100fedilinkcross-posted to: [email protected]
minus-squaremojofrododojo@lemmy.worldlinkfedilinkEnglisharrow-up11arrow-down1·9 hours agocoupled with the fact that the cartels refuse to expand production; this tells me they’re realistic about the moment - it’s not going to be a decade of future humongous peak RAM consumption, because otherwise they’d be blisteringly stupid (to lose out on those potential increased sales)… https://www.tomshardware.com/pc-components/dram/memory-makers-have-no-plans-to-increase-production-despite-crushing-ram-shortages-modest-2026-increase-predicted-as-dram-makers-hedge-their-ai-bets
minus-squareOstfriesentee@feddit.orglinkfedilinkEnglisharrow-up1·edit-26 hours agoMicron has been building a new fab in Boise which is set to output RAM starting 2027, no? https://www.kivitv.com/southeast-boise/everything-you-need-to-know-about-microns-massive-boise-manufacturing-expansion Apparently another fab is planned already. https://investors.micron.com/news-releases/news-release-details/micron-announces-groundbreaking-historic-new-york-megafab Infineon is also looking to expand production, if I understand correctly, though RAM may not be their main thing. https://www.stern.de/gesellschaft/regional/sachsen/chipindustrie--halbleiterproduktion--infineon-ist--ready--fuer-wachstum-37531970.html
coupled with the fact that the cartels refuse to expand production; this tells me they’re realistic about the moment - it’s not going to be a decade of future humongous peak RAM consumption, because otherwise they’d be blisteringly stupid (to lose out on those potential increased sales)… https://www.tomshardware.com/pc-components/dram/memory-makers-have-no-plans-to-increase-production-despite-crushing-ram-shortages-modest-2026-increase-predicted-as-dram-makers-hedge-their-ai-bets
Micron has been building a new fab in Boise which is set to output RAM starting 2027, no?
https://www.kivitv.com/southeast-boise/everything-you-need-to-know-about-microns-massive-boise-manufacturing-expansion
Apparently another fab is planned already.
https://investors.micron.com/news-releases/news-release-details/micron-announces-groundbreaking-historic-new-york-megafab
Infineon is also looking to expand production, if I understand correctly, though RAM may not be their main thing.
https://www.stern.de/gesellschaft/regional/sachsen/chipindustrie--halbleiterproduktion--infineon-ist--ready--fuer-wachstum-37531970.html