this post was submitted on 17 Feb 2026
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This mess is going to get a lot worse before it gets better.

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[–] floquant@lemmy.dbzer0.com 13 points 18 hours ago (1 children)

What the fuck is happening to journalism? What is "reportedly says" supposed to mean? Did he say that and you are reporting on it, or did it come to you in a dream?

[–] brucethemoose@lemmy.world 2 points 15 hours ago* (last edited 15 hours ago)

It's because they machine translated the direct quote. It means "here's the direct quote in English, but we cannot absolutely guarantee that it is a flawless translation."

They're clear about that in the article.

And that's reasonable for these internet tech outlets, which don't have much budget for (say) human translators for every little blurb these days. TBH it's a miracle PCG is still operating at all.

[–] Crozekiel@lemmy.zip 3 points 14 hours ago

I'm honestly worried that's the goal.

[–] LoafedBurrito@lemmy.world 1 points 14 hours ago

So do your best to keep your current equipment in tip top shape, learn how to solder, learn electrical schematics, learn how to replace components on a circuit board and NEVER throw away a broken electronic anymore.

2026 and on might be a way for repair to come back strong, but at the same time, we can't repair without parts, so it's a double edged sword. SSD's only have a 5-10 year life span, so we are ALL screwed and i'm really hoping my new NVME SSD's last a decade.

All gaming consoles and PC's are doomed for the next decade, so hopefully everyone has books, retro consoles, and physical media to consume when their gaming equipment dies as it eventually will in that time frame.

[–] Mwa@thelemmy.club 3 points 1 day ago* (last edited 1 day ago) (1 children)

i really hope its over soon.

[–] MystikIncarnate@lemmy.ca 6 points 18 hours ago (1 children)

Hahahahahaha....

Oh wait, you're serious? Same, but it won't be over soon.

The whole market will crash when AI takes a dive. I'm hoping for that to happen soon but given how much money the companies involved have and can get.... Probably not anytime soon.

[–] Mwa@thelemmy.club 3 points 16 hours ago (1 children)

Yeah i was serious.
But i said soon cause OpenAI And many AI companies are burning through alot of money.

[–] MystikIncarnate@lemmy.ca 3 points 15 hours ago (1 children)

Yeah, but they have backing from companies with deep pockets. Apple and Microsoft are leveraging chatGPT on their back end, so they're not going to run out of money until that well dries up.

[–] Mwa@thelemmy.club 0 points 15 hours ago (1 children)
[–] MystikIncarnate@lemmy.ca 1 points 14 hours ago (1 children)

I know Apple has been very open with creating their own LLM, and Microsoft isn't exactly hiding the fact that they are too.

The one that will be hard to squash is Gemini, since it's fairly far along in terms of development and it's also backed by Google. Being backed by Google is either a sign that it won't ever die, or that it will be cut in the next 18 months and end up as another item on killedbygoogle.com

[–] Mwa@thelemmy.club 1 points 14 hours ago

yeah true...

[–] Kyrgizion@lemmy.world 93 points 2 days ago (2 children)

The longer this goes on the more it seems like the explicit goal rather than a side effect.

[–] rozodru@piefed.world 32 points 1 day ago

bingo. And any companies that do make it out the other end of this will transition to subscriptions for their stuff. HP is already rolling this out for their laptops. The end goal is to stop people from owning stuff but pay a monthly subscription on it. and if you want to own a device outright, prepare to pay a premium.

Market manipulation, innit?

[–] notaviking@lemmy.world 71 points 1 day ago (2 children)

I love how we have to protect Taiwan against Chinese annexation because the World relies on their chips, but when extremely large corporations basically take away the World's supply of chips it is supposed to be fine.

At least with the Crypto and now the AI craze we are at least getting used to shortages from the eventual war of the chips

[–] BarneyPiccolo@lemmy.today 14 points 1 day ago (3 children)

How about instead of building concentration camps, we build chip factories, and employ all the people we're abusing? Then they can spend their earnings, and pay taxes, and stimulate the economy.

Or we can lock them up, create a chip shortage, destroy otherwise viable companies, and keep our economy limping along, satisfied with the false metric of the Stock Market as a score.

[–] Bronzebeard@lemmy.zip 4 points 18 hours ago

We tried that, then PEDOnald took away that factory insourcing money.

[–] brucethemoose@lemmy.world 1 points 14 hours ago* (last edited 14 hours ago)

How about instead of building concentration camps, we build chip factories, and employ all the people we’re abusing? Then they can spend their earnings, and pay taxes, and stimulate the economy.

Not sure if there are sarcasm tags here, but the capital costs for a leading edge chip factory are unreal. It took a transition from a dictatorship to a democracy, a lot of blurring between capitalism and a planned economy, decades of concentrated investment, and luck for TSMC to get where they are.

As a national effort in the US, it'd make the Apollo Program seem trivial. It'd be a bit like saying "lets turn all the immigrants into astronauts."

Not that the immigration situation isn't utterly cruel and ridiculous and that we should be bringing these people in with open arms, but one can't just will chipmaking into existance quickly. It's extremely difficult. It's why the potential collapse of Intel is such a calamity, as it would be almost impossible to rebuild, and why the atrophy of Global Foundries can't be reversed as much as Europe would like to.

[–] Assassassin@lemmy.dbzer0.com 24 points 1 day ago (1 children)

Yeah, I wouldn't give the current admin any ideas. It'd be less of a "employ all the people" and more of a "work will set you free" type of arrangement.

[–] cmbabul@lemmy.world 7 points 1 day ago

I think they are gonna do that without any tips from BarneyPiccolo

[–] notaviking@lemmy.world 13 points 1 day ago (1 children)

Coming to a potato farm near you

[–] No1@aussie.zone 3 points 13 hours ago (1 children)

Potatoes.
Chips.

I see the pattern.

I'm off to stock up on hash browns.

Then Lambo.

[–] RadioEthiopiate@lemmy.zip 2 points 12 hours ago

Hashes... Chips...

You may be onto something here. I'm going all in on SPUD.

[–] surewhynotlem@lemmy.world 23 points 1 day ago (3 children)

Well.. The ram manufacturers will have a great surprise when AI doesn't continue growing exponentially and all their other customers have died.

But at least we made the line go up this quarter I guess.

[–] MimicJar@lemmy.world 7 points 1 day ago

I doubt RAM manufacturers will feel any pain. From the article,

Pua Khein-Seng is further said to have highlighted that memory manufacturers are now "demanding three years' worth of prepayment (unprecedented in the electronics industry)"

If they're really being prepaid three years in advance that's a huge cushion. Of course this assumes that it's really money and not just a contract for more money.

[–] Shayeta@feddit.org 2 points 1 day ago (2 children)

LLMs haven't been growing exponentially for the past 2 years. What we are seeing right now are the final stages of optimizing the product(by OpenAI, Anthropic, etc.), and initial stages of consumers/companies figuring out actual effective areas of application.

[–] raspberriesareyummy@lemmy.world 2 points 15 hours ago

and initial stages of consumers/companies figuring out actual effective areas of application.

aaaaaaaaahahahahahahaaaaaaaahahahahaaaaaa.

Not.

[–] MystikIncarnate@lemmy.ca 2 points 18 hours ago (1 children)

Effective areas of application are basically nil.

Not sure what else to say really.

[–] crabArms@lemmy.world 2 points 12 hours ago* (last edited 12 hours ago)

^ this is a take that's only possible by being mis/uninformed. Talk to software engineers this month and ask if Claude Code is effective in their field.

(I don't blame you, it's a rampant opinion on Lemmy)

[–] squaresinger@lemmy.world 2 points 1 day ago

I don't think RAM manufacturers will feel any pain. There might be fewer consumer electronics manufacturers after this, but the same demand for consumer electronics. There will be about the same level of production, but just by fewer manufacturers.

[–] Inucune@lemmy.world 20 points 1 day ago (1 children)

If I wrote a fictional story about a critical component of modern society being manufactured on a single island, and then had that island invaded by the neighboring nation causing the rest of the world to collapse, I'm pretty sure people would dismiss the story.

But here we are. Any country not scrambling to build local fabs are in danger.

[–] IMALlama@lemmy.world 12 points 1 day ago (1 children)

This is arguably about an un(der?)regulated futures market gone wild. If you can buy all the production for the year, before it's even been produced, you're going to create a shortage. One could argue that supply and demand is out of whack and that more fabs = more supply to meet demand, but if Western Digital completely sold out of hard drives when we're only 1/6 of the way through the year then more supply isn't really the way to fix it.

[–] Tetragrade@leminal.space 5 points 1 day ago (1 children)

This is a really interesting point. It seems to suggest that the self-organising property of markets isn't just from supply & demand, but also requires some other conditions (that demand is widely distributed politically? or in space & time?) and that any market with a sufficiently wealthy actor loses its predictive power, because they can destroy those conditions whenever it benefits them.

Doesn't even seem to be related to the fact that they had exclusive purchase rights. Lacking that, you could buy far in the future after everyone else has put in their orders.

[–] Gathorall@lemmy.world 3 points 23 hours ago

Supply and demand hold where there is competition within and across all the market layers. This has rarely held in IT and the hardware market has always had these problems at smaller scales where the capacity of suppliers or demand is so skewed that certain actors on the market have to be appeased at the cost of long term health of the industry.

That is to say we had ample warning that was ignored.

[–] Zoldyck@lemmy.world 28 points 1 day ago

Guess who will 'help' these companies in the future. It's a power grab, plain and simple

[–] morkyporky@suppo.fi 3 points 1 day ago

This won't happen because they need consumer electronics to enslave the population.

[–] uberdroog@lemmy.world 13 points 2 days ago (1 children)

I saw a post that they plan on most office jobs will be obsolete in the next 2 years.

[–] Aurenkin@sh.itjust.works 33 points 1 day ago (1 children)

Sorry about the RAM prices but we needed it to make you unemployed, thank you for understanding.

[–] Zoldyck@lemmy.world 24 points 1 day ago (1 children)

'But in return we'll get free healthcare and a basic income, right?' 'Nope 😂'

[–] sudoMakeUser@sh.itjust.works 8 points 1 day ago

In all developed nations you have the first one already.

[–] melfie@lemy.lol 6 points 1 day ago

But just think of how full all the troughs will be once these new data centers go into full swing.

[–] ChicoSuave@lemmy.world 2 points 1 day ago

But it's not a bubble!