This sounds like they are joining the war on general-purpose computing, and not on our side. Fuck em.
After Micron's greedy decision, SK Hynix could also exit consumer DRAM and NAND business
Submitted 11 hours ago by schizoidman@lemmy.zip to technology@lemmy.world
Comments
balsoft@lemmy.ml 10 hours ago
Skullgrid@lemmy.world 10 hours ago
that doesn’t seem to be the same thing, I skimmed most of the article, but that speech is about restricting what hardware can do , not making hardware unavailable to general people so that we become dependent on “cloud computing”
balsoft@lemmy.ml 10 hours ago
Eh, it’s a continuation of the same idea. Remove the ability to do arbitrary compute from the hands of the people, let the corpos decide what you can and can’t do (and they have decided that the only thing you should be able to do is give hallucinating chatbots your medical history in exchange for predatory ads). Whether it is restricting what you can do with your own computer, or just restricting you from buying your own computer in the first place, the outcome is the same.
ekky@sopuli.xyz 9 hours ago
The speech is about software (and laws) not being able to properly limit software, and that as long as we have “General-Purpose Computing” (aka. PCs or hardware/computers that you have access to) we will not be able to properly limit software. Cory just didn’t think as far as the solution 15 years later being to move the hardware on which your software runs away from you.
It is quite tragicomic how we went from mainframes and terminals in the 60’s to GPC/PCs in the 90’s and now are moving back to cloud (aka. mainframes and terminals but on a global scale).
4am@lemmy.zip 8 hours ago
If we can’t store or compute anything, we will be reliant on those with that power. Cloud providers. They will suck up all our data, analyze it with their AI, and charge us for the privilege.
They are forcing us to rent from them their ability to watch us and predict us.
Welcome to the global panopticon.
verdi@feddit.org 7 hours ago
Looking forward to see their CEO’s picachu face when they ask their governments handouts to compete with Chinese RAM that has in between entered the market…
A_norny_mousse@feddit.org 4 hours ago
At least in the USA there’s a good chance they’ll get it too, despite The Don’s inability to say “China” without derision.
just_another_person@lemmy.world 11 hours ago
GEEEEEE, what a coincidence, eh? Almost like these companies may be coordinating some sort of market shift for some reason.
What do you call that when a bunch of companies responsible for large swathes of market share of a particular good or service use the guise of unnatural market pressure to create conditions unnaturally beneficial to themselves and not consumers?
Thorry@feddit.org 10 hours ago
No no you don’t understand, the free market will have a bunch of companies just dying to jump into this huge opportunity the market created!
Any minute now…
Aaaaaaaanyyyyy minute…
Guys? Any minute right? Right?
💀
pinball_wizard@lemmy.zip 8 hours ago
Please hold. The invisible hand of the market is on its way. Please hold. Nothing is wrong with your economy. The invisible hand of the market or is on its way. Please hold. Do not attempt to adjust your economy. Trust the invisible hand. Please hold…
Telorand@reddthat.com 6 hours ago
According to the article, it might be a company in China, but that remains to be seen. They could just as easily pivot into AI bullshit to try to get a piece of that pie before the bubble pops.
optissima@lemmy.ml 10 hours ago
Capitalism
SavageCoconut@lemmy.world 5 hours ago
Cartel.
TheGrandNagus@lemmy.world 4 hours ago
SK Hynix (and Samsung) is worse than Micron.
Micron scrapped Crucial, the consumer brand they owned.
SK Hynix and Samsung never sold to consumers to begin with.
SK Hynix and Samsung were the ones who signed deals with OpenAI on the same day for 40% of the entire planet’s DRAM supply that kicked off the DRAM panic buying to begin with!
Micron are absolutely shifting to more profitable HBM production in order to make the most of the AI bubble, and they’re fucking us over in doing so, but IMO what they’re doing pales in comparison to the levels of fuckery that SK/Samsung have done with the shady backroom OpenAI deals. I repeat… 40% of Earth’s RAM production.
It really angers me that those two have so far escaped media wrath while Micron was exclusively taking the hit for an entire shady industry.
A_norny_mousse@feddit.org 7 hours ago
Me, on a 13yo laptop and a 5yo phone: don’t worry, we still own the internet.
brucethemoose@lemmy.world 9 hours ago
So I FOMO bought an SSD and SD card when all this started.
Not regretting it.
…But now I’m considering hoarding a spare GPU. Is that nuts? I don’t need it, but If my 3000 card suddenly dies, is it gonna take $2000 to replace?
Quickstep0950@lemmy.world 9 hours ago
I mean, look what happened with the crypto boom and that wasn’t overly mainstream companies. So not nuts imo. But maybe get a less expensive GPU to hedge your bets 🤷♂️
brucethemoose@lemmy.world 7 hours ago
Oh, I know. I bought my previous GPUs in the peak of cypto busts.
But I need 24GB… My plan was to eventually buy a 4090 when they get cheaper, or 24GB Intel/AMD card. But it doesn’t feel like AMD/Intel are interested in big GPUs anymore, and the 4090 just keeps going up in price.
TommySoda@lemmy.world 10 hours ago
What’s crazy is that they aren’t just doing this because they make more money with AI. They’re doing this because these AI companies have basically pre-ordered a fuck ton of components that have not been manufactured yet to be put into computers that haven’t even been made for datacenters that are not even built all on an electrical grid that hasn’t caught up. As long as the manufacturers get paid they don’t really give a shit, but this is so unsustainable it would be hilarious if it weren’t so catastrophic for the rest of us. And as long as the line goes up as they all circle jerk their money around they’ll all be happy and can pretend the economy is good.
fonix232@fedia.io 9 hours ago
The thing is, this is happening precisely because manufacturers are giving a flying fuck. They're seeing that the AI bubble is about to burst, and that this increased demand won't last for long. So why spend tons of money on expanding production capacity when said capacity wouldn't even be used?
Not to mention that the current pricing bump is entirely on the OEMs, not the ODMs (ODM here being the DRAM manufacturers, OEMs being the RAM module manufacturers). OEMs have already bought and paid for the DRAM they're selling right now, as it takes generally 2-3 months from manufacturing for the product to hit the shelves, and DRAM modules are usually bought at least 6 months, but usually 12-18 months ahead. Meaning these fuckers bought the DRAM cheap, saw the possibility of there being scarcity in the future, took a guess on how much they will need to inflate prices to reduce demand... And immediately jumped to those prices because if morons will pay £1000 for 64GB of RAM instead of £200, even though the production cost is still at £50... Well that's just "good business" to maximise profits, innit?
W3dd1e@lemmy.zip 5 hours ago
Yeah more or less. The Verge did a whole podcast episode on RAM over the holidays. It was a good explainer.
Basically, RAM that goes into AI data centers isn’t necessarily the same as RAM in your computer. There are only 3 companies making RAM. They are altering their fabrication lines to accommodate for the commercial/AI ram so they can make more money. That means they can’t produce consumer RAM.
It’s hard and expensive to build RAM and chip factories because there is one company that makes the machine that does it. So anyone who wants to stay a RAM factory is at their mercy.
The Verge reporter said he expects ram prices might go up significantly more in the next 6months to a year.
Appoxo@lemmy.dbzer0.com 9 hours ago
Isnt some AI bro hoarding a fuckton of CPUs because there arent enough servers to put them into?
micka190@lemmy.world 9 hours ago
Yeah. There’s been reports of silicon wafers being hoarded too…
TheBat@lemmy.world 6 hours ago
GPUs, not CPUs.
snooggums@piefed.world 9 hours ago
Hello depreciation!
Or would be if it wasn’t for all the market manipulation.
e8CArkcAuLE@piefed.social 5 hours ago
throwing us AI slop summaries in our faces to create a demand that doesn’t yet exist, to generate a profit that will never exist.
A_norny_mousse@feddit.org 8 hours ago
Beautiful. The very definition of a bubble.
qyron@sopuli.xyz 6 hours ago
What you just described has so many possible points of failure that I can only state that I hope any of it breaks and the circus comes falling down.
It will be horrendous to see the aftermath.
I hope we will see RAM at volume discount. I want to see these companies hurting to attempt to liquidate a fraction of the inventory.