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esseph 2 days ago

Crucial was shut down so they could focus on selling more ram to hyperscalers. That happened because of the state of things.

Prices are not expected to recover until 2028.

CryptoBanker 2 days ago | parent | next [-]

The state of things...meaning AI companies buying up the world's supply of RAM

hshdhdhj4444 2 days ago | parent | next [-]

Yes.

AI companies will continue to buy up all the RAM so you and I have to pay the cost for it.

They will also eat up all the energy so you and I have to pay more for energy.

They will also then try and put you and I out of a job.

And if they fail to do so, they will then get your and my tax dollars to bail them out.

There should be real AI research and technology development, but the way it’s being done right now is heads the AI hyperscalers win, tails, all of us lose.

It’s being run as a massive scam against the rest of us.

seg_lol 2 days ago | parent | next [-]

We need to figure out how AI can use housing and food to complete resource exhaustion. You forgot to include AI water consumption.

SlightlyLeftPad 2 days ago | parent [-]

It’s all very Orwellian. Consolidation of resources and the eventual result of total control over those.

dsego 2 days ago | parent | prev | next [-]

It's like cancer eating at the body.

cyanydeez 2 days ago | parent | prev [-]

Lets be honest: Most peoples computing needs have been satisfied in the last decade.

FOMO and Number goes up is the primary issue both with AI and most compute today.

There's so many made up numbers these days that does zero productive work, like FPS, refresh rates, 4k, 8k, 16k.

Bloat is everywhere.

g947o 12 hours ago | parent [-]

When the battery in my current laptop dies and I need to get a new one, none of that matters.

embedding-shape 2 days ago | parent | prev [-]

I think maybe long-term the effect of Korean companies no longer daring to reuse old machines to produce DDR4 because of US retribution is the bigger cause of that.

wtallis 2 days ago | parent [-]

Repeating this weird claim won't make it true. DDR4 isn't going to come back into fashion, even during a DRAM shortage. Demand for DDR4 can't increase meaningfully when no current-generation processors can use it, and older-generation processors aren't seeing any increase in production or sales. DDR4 is not a substitute good for the RAM that's in short supply.

kasabali 2 days ago | parent | next [-]

He's kinda right even though he's kinda wrong.

He's confused about the retribution thing. Korean manufacturers aren't afraid of US to restart DDR4 manufacturing. They don't want to restart it anyway. But I'm pretty sure I've recently read it somewhere credible that they'd normally sell their old machinery but now they can't because they're afraid China would be the eventual buyer (via proxies) and they'd be inadvertently in violation of US sanctions , so instead of selling they just locked down the old machinery to gather dust instead.

And about DDR4 not being relevant, even though DDR4 manufacturing stopped earlier this year and DDR4 prices have been slowly but steadily increasing long before this crisis, after the crisis DDR4 prices have also tripled just like DDR5 prices, even in the used market. So regardless of whether it's a real demand or panic response, the effect is still real on people wanting to upgrade their DDR4 systems. These people who probably just wants to update RAM in their systems in the hope that it'd help them delay their switch to DDR5 systems for a few years while bracing the impact. Had Chinese manufacturers continued to manufacture DDR4 at least this wouldn't be that bad for the existing system upgrades of DDR4 systems.

AuryGlenz a day ago | parent | prev | next [-]

That said, I wonder if anyone is thinking about bringing back the RAM disk. I have 64GB of DDR4 just sitting here and would love to page to that instead of my SSDs.

2 days ago | parent | prev | next [-]
[deleted]
embedding-shape 2 days ago | parent | prev [-]

> meaningfully when no current-generation processors can use it

... You don't seriously believe no one is using DDR4 today, right? Sure, they may no be developing new chipsets or whatever, but large swaths of the PC population will still be on DDR4 for the foreseeable future, especially now with these prices.

eikenberry 2 days ago | parent | prev [-]

What is this estimation based on? I'd think once the bubble pops pricing would start to return to normal levels and the general consensus seems to think the bubble won't last that long.

esseph 2 days ago | parent [-]

"once the bubble pops" people probably won't be interested in buying RAM.

If you would have asked me 5 years ago this wouldn't even become a bubble. I'm still amazed it did. It really taught me how much of the modern economy is just grift.