Micron Locks In Historically High Memory Prices For Five Years

https://m.slashdot.org/story/455824

ho lee fuggin sheeeeeeeeeeeiiiiiiiiiiit

Even massive efforts to build new chip fabs aren’t much help, he said, because the increasing complexity of new memory types means it takes longer to build factories – and when they come online there still won’t be enough capacity to build both the high-bandwidth memory needed for AI and other types of NAND and DRAM.

Thank you.

you can always add more layers, if I take off any more layers it’s an uncomfortable chat with HR while I clear my desk and get escorted out lol

entirely agree. if there were overproduction it would cause the prices to crash, can’t have that.

Isn’t it likely that prices are going to drop once production starts at the new fab?

depends on the market; one of the things I’ve seen repeatedly is new fabs opening to produce newer processes - replacing older fabs with larger nodes that then are shut down.

sometimes it’s advantageous to keep the old lines going and eek every bit of market share out of them, sometimes it’s prohibitive to keep older processes open.

but to respond to your query: in this market? in these crazy times? I’d be striking while the iron is hot and getting the maximum I could from every dram chip because the valuations of the hyperscalers and the surrounding ecosystem - open AI, anthropic, meta, google, nvidia etc., will continue to gobble it up until the bubble blows up in their faces.

bench seat injuries were often from people whipping their skulls and limbs into the ones next to them, even when seatbelted.

I still cannot fathom why Honda hasn’t released an ev civic with a 120 mile range. it would sell huge.

yeah this is kind of the pattern with ram price fluctuations.

Ram demand goes up.

Ram prices go up.

Ram makers say they’ll increase capacity.

Nothing happens, they may open new factories but close older lines, or they may start to open another fab but then for whatever reason it doesn’t work.

Ram prices go up.

so gabe fucked it up by buying a yacht years ago, when ram was cheap, somehow boosting up ‘profit’ on this margin machine?

my god you’re fucking silly

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

No Gabe, you fucked up with these price hikes

…in the universe you live in, is there cheap ram?

can I send you money for some please?

(parents) are overworked, underpaid, living in tiny apartments they can barely afford, have to pay more in childcare than rent just to maintain their living situation…

seems like we’re already there

exactly. there may be genuine improvements Wikipedia could make, but as long as there’s a rabid pack of chuds making demands that change happen, I’ll support Wiki taking it slowly and deliberately. Anything that pisses off those fuckwits has to be good for humanity.

sure thing sweetie. have your juicebox and see if you can formulate a better retort you fucking tourist - been here YEARS longer than you have.

this is the shit you stan for, go suck musk and zuck’s LLMs

Call me back once

get fucked, I wouldn’t waste a nickel calling your ignorant ass. you think roided up chatbots are actual AI. And you have yet to explain the great accomplishments this shitware has produced, aside from driving up the costs of all computing components, undressing little kids, talking teens into suicide, and being so fuckin cringe that only the most desperate, sad souls will stan for it.

like you.

that’s doing good?

stable diffusion is garbage. if there were any great accomplishments by this stuff they’d be waving it in our faces 24/7 and it simply isn’t there.

and people like you, who conflate LLMs and AI aren’t doing us any favors. Call me back when cringely’s non-hallucination tech is working.

libertated, bwahaha, sure thing bud

not mine, but my grandmother’s last dog was picked up by animal control so often they knew her and the dog by name and I think pitied her attempts to keep the dog contained. Mixed breed of multiple herding dogs, scaled her six-foot fences with ease, dug tunnel networks like ww2 prisoners, and generally wanted to be anywhere but in her yard and was seen half way across chicago at various points. Great dog but serious case of poor fit for the environment, that dog needed acres to roam.

I could buy this premise except:

where’s all the small mom and pop AI that’s doing good? where’s ANY AI that’s doing good?

seems to me the tech is beholden to those shits because they have the moral depravity to use it in all the ways it’s damaging our society (fucking up developers, fucking up kids, undressing innocent people, talking them into suicide or helping them plan violence - ALL REAL WORLD EXAMPLES) - where as anyone else building this tech would stop and ask: why are we building this, what possible good could come of it?

THE EXISTING WATER USAGE KEEPS US ALIVE YOU FUCKING MORON.

And many of those muni water supplies are at risk. And why should they have to pay more for water because some asshole wants to evaporate MILLIONS OF GALLONS computing inference shit?

do you have any fucking point?

This entire discourse is lost on your because you’re enamored with something and don’t care about the effects.

Those figures are from the sources YOU shared…

yes, and they’re A HUGE PROBLEM, not the insignificant rounding error you make it sound like. You idiots are consuming enormous amounts of potable water from muni supplies and letting it fucking evaporate, you smooth brained dolt.

I’m a leftist liar.

if you’re a leftist you’re the shittiest leftist I’ve ever encountered. There’s nothing emotional involved aside from your sycophancy for AI kiddo.

Oh and my amazement that you’re so stupid to continue

whoopy, yet another threat surface to deal with, you think is a good thing?

you really are fucking dumb