this post was submitted on 24 Jun 2026
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[–] ID10T@programming.dev 6 points 15 hours ago (1 children)

I don't know if there's a shortage of raw material or if no one wanted to invest in more manufacturing when AI could crash within a short time.

My understanding is that it’s the latter. AFAIK it takes something like 3-5 years to get a fab going if you already know what you’re doing, so it would not only be wildly expensive but you’re also gambling that RAM won’t come back down to a reasonable supply/demand in the next 5-10 years to break even on the whole process.

There’s also the fact that it wouldn’t really make sense for Valve unless they wanted to make a huge pivot in their whole business. Entry costs aside, manufacturing RAM is not really something a company can just do as a “side gig”. Valve is only like 400 people, so it wouldn’t be Valve just “starting to produce RAM” but rather Valve turning itself into a RAM manufacturer that also distributes video games.

[–] Bongles@lemmy.zip 1 points 11 hours ago

You know i always forget how small valve actually is.