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Posted by geox 13 hours ago

As AI gobbles up chips, prices for devices may rise(www.npr.org)
162 points | 203 commentspage 2
xbmcuser 5 hours ago|
Might not be the best thing for US but rest of the world needs China to reach parity on node size with TSMC to crash the market.
arjie 6 hours ago||
DRAM spot prices are something like what they were 4 years ago. Having RAM for cheap is nice. But it doesn't cost an extraordinary amount. I recently needed some RAM and was able to pick up 16x32 DDR4 for $1600. That's about twice as expensive as it used to be but $1600 is pretty cheap for 512 GiB of RAM.

A 16 GiB M4 Mac Mini is $400 right now. That covers any essential use-case which means this is mostly hitting hobbyists or niche users.

p0w3n3d 2 hours ago||
> A 16 GiB M4 Mac Mini is $400 right now

Where do you live? In Poland it's 740usd.

However, 16gb is very little for a Mac where the OS itself uses 7GB

llukas 1 hour ago||
It is perfectly usable for essential use cases. This thing also has very fast swap and is good at it.
chzblck 6 hours ago|||
you running a server or local llms with a need for 512?
arjie 6 hours ago||
Server stuff. Nothing interesting. Supermicro H11 + Epyc 7xxx + RAM. I have a 6x4090 setup for local LLMs and I got myself a 128 GB M4 Max laptop thinking I'd do that, but if I'm being honest I need to get rid of that hardware. It's sitting idle because the SOTA ones are so much better for what I want.
sgerenser 3 hours ago||
$400 or $499?
memoriuaysj 12 hours ago||
the first stages of the world being turned into computronium.

next stage is paving everything with solar panels.

kylehotchkiss 7 hours ago||
Solar freaking roadways reborn!
czhu12 6 hours ago||
It seems… fine? Hasn’t DRAM always been a boom and bust industry with no real inflation — in fact massive deflation — over the past 30 years?

Presumably the boom times are the main reason why investment goes into it so that years later, consumers can buy for cheap.

Culonavirus 2 hours ago||
I mean yea, but this is THE wrong site to post stuff like this. Half the people here are the AI cock and the other half is riding it.
agilob 4 hours ago||
It's going to be interesting for Google Chrome team when new laptops will be equipped with 8Gb RAM by default.
netbioserror 12 hours ago||
Positive downstream effect: The way software is built will need to be rethought and improved to utilize efficiencies for stagnating hardware compute. Think of how staggering the step from the start of a console generation to the end used to be. Native-compiled languages have made bounding leaps that might be worth pursuing again.
yooogurt 11 hours ago||
Alternatively, we'll see a drop in deployment diversity, with more and more functionality shifted to centralised providers that have economies of scale and the resources to optimise.

E.g. IDEs could continue to demand lots of CPU/RAM, and cloud providers are able to deliver that cheaper than a mostly idle desktop.

If that happens, more and more of its functionality will come to rely on having low datacenter latencies, making use on desktops less viable.

Who will realistically be optimising build times for usecases that don't have sub-ms access to build caches, and when those build caches are available, what will stop the median program from having even larger dependency graphs.

linguae 10 hours ago||
I’d feel better about the RAM price spikes if they were caused by a natural disaster and not by Sam Altman buying up 40% of the raw wafer supply, other Big Tech companies buying up RAM, and the RAM oligopoly situation restricting supply.

This will only serve to increase the power of big players who can afford higher component prices (and who, thanks to their oligopoly status, can effectively set the market price for everyone else), while individuals and smaller institutions are forced to either spend more or work with less computing resources.

The optimistic take is that this will force software vendors into shipping more efficient software, but I also agree with this pessimistic take, that companies that can afford inflated prices will take advantage of the situation to pull ahead of competitors who can’t afford tech at inflated prices.

I don’t know what we can do as normal people other than making do with the hardware we have and boycotting Big Tech, though I don’t know how effective the latter is.

piskov 11 hours ago|||
Some Soviet humor will help you understand the true course of events:

A dad comes home and tells his kid, “Hey, vodka’s more expensive now.” “So you’re gonna drink less?” “Nope. You’re gonna eat less.”

ip26 8 hours ago||
I have some hope for transpiling to become more commonplace. What would happen if you could write in Python, but trivially transpile to C++ and back?
johnea 12 hours ago||
"May rise"?

Prices are already through the roof...

https://www.tomsguide.com/news/live/ram-price-crisis-updates

piskov 11 hours ago||
Big companies secure long-term pricing (multi-year), so iPhones probably won’t feel this in 2026 (or even 2027).

2028 is another story depending on whether this frenzy continues / fabs being built (don’t know whether they are as hard as cpu)

Imustaskforhelp 12 hours ago||
Asus is ramping up production of ram...

So lets see if they might "save us"

jazzyjackson 11 hours ago|||
Asus doesn't operate fabs and has denied the rumor

https://www.tomshardware.com/pc-components/dram/no-asus-isnt...

Imustaskforhelp 5 hours ago||
Hey sorry, I didn't knew that. I had watched the short form content (https://www.youtube.com/shorts/eSnlgBlgMp8) [Asus is going to save gaming] and I didn't knew that It was a rumour.

My bad

CamperBob2 12 hours ago||||
Asus doesn't make RAM. That's the whole problem: there are plenty of RAM retail brands, but they are all just selling products that originate from only a couple of actual fabs.
nrp 12 hours ago||
Three major ones: Micron, Samsung, SK Hynix

And a couple of smaller ones: CXMT (if you’re not afraid of the sanctions), Nanya, and a few others with older technology

whaleofatw2022 9 hours ago||
Is this glofo's time to shine?
bee_rider 7 hours ago||
Do they make DRAM? I thought they made compute chips mostly.

If I recall correctly, RAM is even more niche and specialized than the (already quite specialized) general chip manufacturing. The structure is super-duper regular, just a big grid of cells, so it is super-duper optimized.

FastFT 7 hours ago||
They (GF) do not make DRAM. They might have an eDRAM process inherited from IBM, but it would not be competitive.

You’re correct that DRAM is a very specialized process. The bit cell capacitors are a trench type that is uncommon in the general industry, so the major logic fabs would have a fairly uphill battle to become competitive (they also have no desire to enter the DRAM market in general).

shevy-java 11 hours ago|||
So far all I am seeing is an increase in prices, so any company claiming it will "ramp up production" here is, in my opinion, just lying for tactical reasons.

Governments need to intervene here. This is a mafia scheme now.

I purchased about three semi-cheap computers in the last ~5 years or so. Looking at the RAM prices, the very same units I bought (!) now cost 2.5x as much as before (here I refer to my latest computer model, from 2 years ago). This is a mafia now. I also think these AI companies should be extra taxed because they cause us economic harm here.

trinsic2 4 hours ago||
Taxed extra is a good idea. But they bought our current administration so we all know that's not going to happen unless something big happens like Trump gets impeached, and all the criminals in congress go to prison. I'm wondering how likely that will happen. people need to get more directly involved in putting pressure on senators.
deadbabe 7 hours ago|
Are we finally going to be forced to use something like CollapseOS, when the supply chains can no longer deliver chips to the masses?
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