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Is there an end to the RAM crisis? (feddit.cl)

submitted 1 day ago by fixmycode@feddit.cl to c/asklemmy@lemmy.ml

56 comments fedilink hide all child comments

for me RAM is a perfected technology, new buses will come, more speed, but it will fundamentally be the same manufacturing process, same materials. The prospect is that LLMs will keep getting larger, more RAM will be required, and the prices will keep getting higher, or along the curve, while the demand will keep up with it because everything has RAM in it. Do you see a point in the future where the industry forks out of this, and there's an alternative where the end user is not affected as much from the demand of this resource?

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[–] yogthos@lemmy.ml 12 points 20 hours ago (3 children)

Once Chinese companies ramp up production, there's going to be cheap RAM again. Also, the bubble will pop eventually.

[–] Rubanski@discuss.tchncs.de 4 points 8 hours ago

*RAMp up production

[–] Merva@sh.itjust.works 3 points 9 hours ago (2 children)

No. Most of the Chinese RAM production is going to Chinese data centers, as per Chinese government mandate.

[–] Majestic@lemmy.ml 1 points 1 hour ago

Yeah if anyone is hoping for cheaper RAM from China flooding western markets. It may happen but it's not happening this decade. Hope you're ready to wait until 2030s because that's how long it's going to be short of the whole AI thing violently imploding.

[–] orphigle@lemmy.ml 1 points 4 hours ago

Which means Chinese data centers will not buy as much non-chinese RAM any more, so the prices will still fall due to that.

[–] chaitae3@lemmy.world -2 points 16 hours ago (1 children)

And why would any of these players invest $100b to lower their product's prices at the risk of overproducing

[–] yogthos@lemmy.ml 12 points 16 hours ago (1 children)

Might want to ask yourself why Chinese companies did this with stuff like solar panels and EVs, and the answer to your question will come to you.

[–] Hansae@lemmy.dbzer0.com 7 points 12 hours ago (1 children)

Chinese century NGL, even with more complex items such as CPUs and GPUs China is coming along in leaps and bounds .

[–] yogthos@lemmy.ml 3 points 10 hours ago

Exactly, and the rate of progress there is just stupefying.