Comment on Crucial is shutting down — because Micron wants to sell its RAM and SSDs to AI companies instead

tal@lemmy.today ⁨22⁩ ⁨hours⁩ ago

I read an article yesterday that Samsung’s memory division wasn’t even willing to let Samsung’s own cell phone division lock in any long-term memory buying agreement with them, which the cell ohone division hsd been trying to do. Too much money in selling HBM memory for parallel compute to datacenters.

reuters.com/…/ai-frenzy-is-driving-new-global-sup…

Some 6,000 miles away in California, Paul Coronado said monthly sales at his company, Caramon, which sells recycled low-end memory chips pulled from decommissioned data-center servers, have surged since September. Almost all its products are now bought by Hong Kong-based intermediaries who resell them to Chinese clients, he said.

“We were doing about $500,000 a month,” he said. “Now it’s $800,000 to $900,000.”

I threw away a bunch of large-capacity DDR4 DIMMs last year, figured that theyld be useless in the future. Kind of wish I hadn’t, now. Reusing old DIMMs is probably the only source of supply that can be ramped up in the near term.

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