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AI bubble needs to get popped while there's still time to move Koreans back
| https://imgur.com/a/o2g8xYK | 11/25/25 |
| https://imgur.com/a/o2g8xYK | 11/25/25 |
Poast new message in this thread
Date: November 25th, 2025 10:51 PM Author: https://imgur.com/a/o2g8xYK to the RAM factories where they were working earlier this year (http://www.autoadmit.com/thread.php?thread_id=5802645&forum_id=2.#49461358) |
Date: November 25th, 2025 11:19 PM Author: https://imgur.com/a/o2g8xYK "Another factor limiting supply of standard RAM is that memory firms are diverting their limited manufacturing capacity to the most lucrative products. Specifically, there's a gold rush for HBM, which is a special kind of memory used by AI accelerator GPUs, because HBM commands far higher prices and profit margins than commodity DRAM. Every wafer a company allocates to making HBM for GPUs is one not used to make standard PC or server DRAM, so from the point of view of a major company, why bother investing in the consumer-grade or regular data-center hardware when the same resources can be used to make something with a much higher return? These companies ran out of HBM last year, and if production was shifted towards HBM, then they can gain a higher return on each wafer while also increasing the price of regular DRAM, too."
https://www.xda-developers.com/dram-prices-spiking-dont-trust-industry-reasons/ |