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Comment on The RAM shortage is coming for everything you care about

nyan@lemmy.cafe ⁨2⁩ ⁨months⁩ ago

. . . And then the market will be flooded with RAM that companies preordered and can’t pay for, because the AI bubble burst before it could be manufactured.

Hey, I can dream, right? And seriously, I would be quite happy if this causes an increase in dumb appliances, devices, and cars in the meanwhile.

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Haquer@lemmy.today ⁨2⁩ ⁨months⁩ ago
Most of the lithography that is dedicated to RAM is being done for HBM modules, which are not consumer grade. So more likely it will end up in landfills.

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- Lumisal@lemmy.world ⁨2⁩ ⁨months⁩ ago
  Or new consumer HBM modules
  
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  - brucethemoose@lemmy.world ⁨2⁩ ⁨months⁩ ago
    Chip designs take years, so if there’s a sudden glut of HBM, there’s no good way to put it to use outside of existing designs.
    
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- eleitl@lemmy.zip ⁨2⁩ ⁨months⁩ ago
  My AMD GPU has HBM.
  
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  - Haquer@lemmy.today ⁨2⁩ ⁨months⁩ ago
    These are giant dedicated HBM chips that are on the motherboard, they won’t be going into any GPUs.
    
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    eleitl@lemmy.zip ⁨2⁩ ⁨months⁩ ago
    HBM are thinned die stacks which are assembled at the GPU periphery using silicon interposers. My AMD GPU has HBM. In case of HBM overproduction post-bubble we might see resurgence of GPUs with HBM rather than GDDRx.
    
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GalacticSushi@lemmy.blahaj.zone ⁨2⁩ ⁨months⁩ ago
When the bubble bursts it will play out exactly the same as it always does. The government will use money it doesn’t have to bail out the too-big-to-fail companies causing runaway inflation, rates will be jacked up to bring inflation down causing a recession, we will all get laid off, and by the time everything starts to stabilize and we have disposable income something will happen to make prices untenable again.

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MonkCanatella@sh.itjust.works ⁨2⁩ ⁨months⁩ ago
They’re already hedging by trying to rent you products instead of selling

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pressanykeynow@lemmy.world ⁨2⁩ ⁨months⁩ ago
I hear here a lot that the AI bubble will burst. And I wish this was true. But is there any indication for it? Crypto and GPU bubbles didn’t burst. I worry that it’s just another Lemmy circlejerk.

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