If all manufacturers jump into serving the ai market segment.

Can this not be a opportunity for new entrants to start serving the other market segments?

How hard is it to start and manufacture memory for embedded systems in cars, or pc?

lexicality 14 hours ago | parent | next [-]

If it was easy there would be more memory manufacturers, rather than 2-3 wholesalers who sell to the people who put badges & rgb on it

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Imustaskforhelp 12 hours ago | parent | prev | next [-]

One might think so but the AI companies actually lose a lot and I mean a lot of money in these deals.

Even if they might sell their inference and everything, they still wouldn't be that much profitable.

So like, the key point is that a ram company can supply openAI ram and get some really high quick bucks which would be even more than if they were to create thier own datacenters,run open source models in them, provide inference in say open router.

Now you might ask: Is openAI or these AI companies mad for burning so much money?

And I think you might know the answer to that.

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nice_byte 14 hours ago | parent | prev | next [-]

No, because if you have the capacity to make e.g. ram chips it makes more economic sense to sell them for ai bucks. Serving the other market segment is an opportunity cost unless you're selling to them at same prices. In the long run though if enough players emerge the price will eventually come down just due to oversupply.

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SunlitCat 13 hours ago | parent [-]

Not quite. Making specialized DRAM chips for AI hardware needs, requires high tech components. Making low(er) end DRAM chips for consumer needs might be easier to get started with.

I am pretty sure, in the next year we will see a wave of low end ram components coming out of china.

	▲	Imustaskforhelp 12 hours ago \| parent \| next [-]
		Yea I think the same too. China is notorious for price dumping but this might be good for the end consumer.
	▲	baobabKoodaa 12 hours ago \| parent \| prev [-]
		Best of luck with your folksy mom & pop DRAM factory.

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vee-kay 3 hours ago | parent | prev [-]

Good luck fabricating new microchips. It is a very expensive and difficult proposition.