I read an article yesterday that Samsung’s memory division wasn’t even willing to let Samsung’s own cell phone division lock in any long-term memory buying agreement with them, which the cell phone division hsd been trying to do. Too much money in selling HBM memory for parallel compute to datacenters.
https://www.reuters.com/world/china/ai-frenzy-is-driving-new-global-supply-chain-crisis-2025-12-03/
Some 6,000 miles away in California, Paul Coronado said monthly sales at his company, Caramon, which sells recycled low-end memory chips pulled from decommissioned data-center servers, have surged since September. Almost all its products are now bought by Hong Kong-based intermediaries who resell them to Chinese clients, he said.
“We were doing about $500,000 a month,” he said. “Now it’s $800,000 to $900,000.”
I threw away a bunch of large-capacity DDR4 DIMMs last year, figured that they’d be useless in the future. Kind of wish I hadn’t, now. Reusing old DIMMs is probably the only source of supply that can be ramped up in the near term.
In October, SK Hynix said all its chips are sold out for 2026, while Samsung said it had secured customers for its HBM chips to be produced next year. Both firms are expanding capacity to meet AI demand, but new factories for conventional chips won’t come online until 2027 or 2028.
Two or three years until manufacturing capacity will be ramped up.
What does Samsung’s memory division think is going to happen to their phone division if they won’t sell them ram, wow.
Not sure that leopards will be having a glorious meal is the appropriate symbolism but feel free to give me a better one
In this case wouldn’t it be the leopards eating itself?
A nice roasted tail maybe?
I was going in a different direction myself. More in the vane of offering the leopard a second meal
I can only hope that the A.I. bubble bursts in time when I need to buy a new computer.
What I’m becoming worried about now is all these corporations now realizing that they can simply supply price the average consumer out of owning electronics or any kind of compute. And locking them into renting or leasing access to data center compute and keeping the power of information further consolidated in corporate interests.
Anybody hold onto all their old electronics just in case in spite of the financial/resource “waste”?
No but I do hold onto old electronics because I grew up with my grandparents and they had WW2 wartime rationing mentality about saving everything. Also my grandfather also an incredibly cheap bastards at times too
You gotta be fucking kidding me, I swore by Crucial RAM and SSDs. Eat shit, Micron.
Damn, that was the only brand of RAM without LEDs and racing stripes on it
All I can do is pray that my current RAM survives long enough for this stupid AI bubble to burst, like with the Crypto-Bro GPUs.
But it is kind of horrifying how easily consumers have been priced out of the RAM market - at least for newer stuff anyways
I might upgrade to GabeCube from my current rig i7 6820k from 10 years ago, but still a year or 2 away from replacing this rig.
I also hope my RAM survives. Good luck friend! This rando from Lemmy wishes you the best (if I win a lottery I’ll buy you a new rig!)
Cyberpunk wasn’t supposed to be a prophecy. It was meant to be a warning.
Ridiculous. I couldn’t name a more trusted brand of RAM.
You should probably start lieing about that and taint the brand as much as possible. Probably won’t do much but we should all just start saying everywhere that is a great thing because crucial sucked anyways.
Crucial is the only good brand I can afford. This sucks ass and I HATE AI. I hope AI companies lose all their money and go bankrupt.
AI is destroying so many awesome things, all for profit.
Is Kingston no longer any good?
Kinda no? Its not had a great last few years.
I’ve always had shitty luck with Kingston usb drive, just assumed I would have as many problems with their other memory so avoided them. Maybe I shouldn’t have, but I’ve had the same dd4 crucial ballistix ddr4 ram for about 10 years now and have had zero problems with it
