Submitted 2 weeks ago by Lemmynated@lemmy.zip to technology@lemmy.zip
https://www.theverge.com/games/953945/valve-steam-machine-memory-component-crisis
It was over 20 years ago Intel said something like you aren’t a real company if you don’t have a fab.
I think the big companies like Apple are going to vertically integrate more because the RAM shortage isn’t going away. Even after the AI clouds collapse, home users are going to buy more. No one wants their lives on ChatGPT, but everyone wants a better local spell checker and that’s 128GB per person.
It’s not really viable. There are effectively 4 fabs that actually manufacture RAM dies (Samsung, SK Hynix, Micron and now YMTC). Everyone else is just a vendor that uses underlying die fabricated these companies to produce finished products. The supply chain issue is silicon dies, not end products.
There are effectively 4 fabs that actually manufacture RAM dies
Companies like Google and Apple are big enough to start their own fabs. Apple is 6 times larger than Intel.
This just proves why the public shouldn’t own things to begin with.
Maybe all programs should just live in the cloud and we can just pay for subscriptions to only access the compute power when we actually need it.
The corporations need the RAM and the general public can share it. Kind of like a commune!
/s I assume?
No
testuserpleaseupvote@lemmy.world 2 weeks ago
They should make a no ram model, to drive the point home.