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

nyan@lemmy.cafe ⁨11⁩ ⁨hours⁩ ago

• Haquer@lemmy.today ⁨11⁩ ⁨hours⁩ 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 ⁨11⁩ ⁨hours⁩ ago

    Or new consumer HBM modules

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    • brucethemoose@lemmy.world ⁨11⁩ ⁨hours⁩ 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 ⁨10⁩ ⁨hours⁩ ago

    My AMD GPU has HBM.

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    • Haquer@lemmy.today ⁨10⁩ ⁨hours⁩ 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 ⁨9⁩ ⁨hours⁩ 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 ⁨6⁩ ⁨hours⁩ 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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• pressanykeynow@lemmy.world ⁨5⁩ ⁨hours⁩ 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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• MonkCanatella@sh.itjust.works ⁨8⁩ ⁨hours⁩ ago

  They’re already hedging by trying to rent you products instead of selling

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