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  • Hacker News
  • I look forward to memory optimizations in software design.
  • The war on general purpose computing is ramping up. They are coming for your computer....get ready.
  • remind me in a few years when the same CEO is writing long post on Linkedin explaining why they need to let go half of the company.
  • doesn't seem unlikely, i'd probably ask someone who won't massively benefit from people believing that it will be tighter though
  • I have huge hopes fox CXMT entering the market and at least offsetting this nightmare. Just this week i've paid ~$1k USD for 2x32G DDR5 ECC, insane.
  • This is abdicating an entire market in the hopes that your ability to manipulate it later, which has worked so far unfortunately, will hold. It is so obviously market manipulation here. Sure, prices would go up when this much server demand comes in but it is so profitable to make DDR5 that completely abandoning that market is stupid and only works if all players move in unison. It would just take one of the big three deciding to be the consumer maker to dominate the market and reap massive profits now and later when the server market cools and the other two try to come back. The fact that they are all shying away from such a ridiculously profitable sector is clear evidence of the collusion. They need jail time, again, but this time not allow those going to jail to become the CEO when they get out. They should also have fines that actually stop this behavior in the future. Fines so punitive that it actually brings into question their ability to continue as a company.
  • Shovel seller says shovels will be expensive in winter so make sure to buy as many as you can today.
  • I'm not a business guy, but I think I would be very worried if I created any opening (even on the very long term) for competition to justify itself being built up to meet demand (or national security requirements of other countries) on an industry I mostly control, because I prioritized extremely high prices for a few years that might have the effect of changing the arithmetic for potential competitors that wouldn't have done it before.

    It makes me consider whether there would be retaliation in later years against the US intellectual property system in countries other than China. While RAM is a tangible product, the areas it serves aren't really.

    by ocd

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