Comment Re:Or just maybe... (Score 1) 175
Why are they not a good idea?
Having a large screen is not the problem. Having a large screen that is the only UI to everything is the problem. Single point of failure is increasing becoming a problem. In decades past if my radio/CD player went out, it is annoying but other things like A/C still function. If that screen goes out, then everything is unreachable.
Then there is the second problem that a touchscreen UI is a terrible interface for drivers. Add to that car manufacturers are not the best when it comes to designing computer UIs.
And that's if everything functions correctly. From what I've seen with existing large screens is that there are still maddeningly random glitches. I need to turn on the rear defrost. The rest of the functions like A/C, fan, etc had icons in a nice row . Rear defrost was labeled "Rear" away from all the other functions. I pressed the screen to turn it on. It was "on" for a second. Then turned itself off. I had to press it again. Then it stayed on.
Comment Re:Isn't capitalism supposed to fix this? (Score 1) 71
They arent'?
This article says specifically one SKHynix plant will make NAND which *may* help the SSD shortage while the other one will make HBM for AI datacenters which will not help consumers. The *may* is because the NAND might just go to AI datacenters too.
Micron is making a new NAND plant. The product may go to consumer SSDs or AI datacenters.
This article does not detail what Samsung is making in these new plants other than "chips". It may be for CPUs/GPUs/AI chips. It could be HDBM or DDR5 RAM; it could be NAND.
Comment Re:Won't someone think of the children (Score 1) 110
Comment Re:What a load of crap (Score 2) 144
Comment Re:Good (Score 1) 78
Few really cares much about the water use or incremental increase to electricity costs..
Really? So what you're saying is people who are dealing with higher prices for everything including food are not concerned about rising water and electricity costs? I would disagree on that point.
Comment Re:Isn't capitalism supposed to fix this? (Score 3, Insightful) 71
We have a massive shortage why is nobody stepping up to make more supply?
There were really only 3 DRAM manufacturers before this crisis. AI bought out nearly all of the production capacity to make HBM instead of DDR5. Some Chinese companies are now starting to make DRAM but they simply do not make enough. It turns out making even DRAM is hard.
And it's not a short-term shortage everyone knew this was coming and we have known for a couple of years and we knew that was going to get worse and the absolute best case scenario is that it starts to get better sometime around 2029 or 2030.
All you have to do is start a chip foundry plant and start cranking out DRAM. It's just that easy.
Comment Re:AI doesn't use desktop hardware including RAM (Score 1) 110
You're being dishonest and talking past my point.
There four things that happened.
- AI bought out all the capacity of RAM companies so that they shifted away from making DDR5 chips
- Micron realized it would have zero DDR5 so it closed its Crucial brand because it would not have any product to sell.
- All other DIMM modules like Kingston and Corsair makers have very little DDR5 chips to make DIMM modules.
And you say I'm dishonest by talking about the whole picture while you stay hyper-fixated on only Micron closing down Crucial. Ignoring the other facts shows YOUR dishonetsy.
No it is 100% factually true that only one RAM packager stopped putting it on DIMMs.
Omitting the fact that the Micron, SK Hynix, and Samsung shifted to HBM is dishonest.
no one has stopped making desktop memory except for the drop of one brand.
That is a lie. What part of Micron, SK Hynix, and Samsung has shifted most of their production to HBM is unclear to you?
There's a supply crunch but nothing has actually *stopped*. It's purely a money game and a reduction in supply has driven DRAM costs up to meet HBM. RAM is still rolling off production lines at ALL manufacturers, just not at the rate before.
What part of the RAM companies have shifted to HBM is unclear to you? You keep repeating the same lie.
No, you just narrowly interpreted that as the only fact. Presumably you missed that my post was a reply to a bolded statement by the OP. If you expected to a full analysis of the entire RAM industry then please come to my TED talk.
Please. I worked in the chip business. Your arrogance is you think you know more than someone who worked in the industry..
No, I'm not. That's baked into the industry. You can see that with historical price swings during production changes.
You said: "There won't be any unsold HBM," That is another lie. There are always product that remains unsold in the production pipeline at any given time unless you have zero clue about the manufacturing process. Product is not "sold" until the customer pays for it. The customer does not pay for it until they have it. It's that simple.
. It only takes a couple of days / a week to switch a fab from HBM to DRAM manufacturer especially since all the engineering and parts are available.
Citation needed.
. The final supply chain starts filling immediately after that, so when I said "weeks" I really mean "weeks" and not "months". The effect on prices will be very quick. Sure it may take many months to even a year for prices to drop to where they were originally and for the entire end to end supply chain to stabilise, but the initial effect on price starts pretty much straight away.
Citation needed.
DRAM prices dropped slightly in April on announcement of Stargate's shutdown.
That is a lie. Average RAM prices did not drop in April.
Virtually all brands manufacturing DIMMs have something else to their name as well, usually multiple things.
DIMM makers like Kingston and G.SKILL have a large part of their business selling DIMMs. You seem to ignore that part.
Go order some chips, get a fab in China to start printing PCBs and you're done.
1) What part of the RAM companies shifted production to HBM is difficult for you to understand? 2) If you think it's that easy why are all the DIMM manufacturers struggling?
Sure you're partially right though, most of these other things are something to do with PC parts and it is possible the entire industry could force some players to collapse in the process. But it's far less likely than just consumers not affording RAM.
Your entire premise has been to deny the basic fact. "Micron, SK Hynix, and Samsung shifted their production to HBM." You think everything is easy to change and fix somehow. Yet no one has done the easy fix you suggested. Do you think there may be a reason for that.
Comment Re:will the former OSS employee be protected from (Score 1) 67
Actually we can and we do. You need to plan for contingencies. If you've got an asset that's vital for your business and want to store it with someone else, you need to figure out up front what you're going to do if they disappear, or damage the asset, etc. If the Nine PBS management didn't do this then they should be canned.,
I think people forget who Nine PBS is. They are a non-profit TV station. I would imagine they do not have a lot of money or expertise when it comes to IT. Yes they should have had a better strategy but frankly most people and companies do not. We on this forum know better, but many of our own relatives do not. Frankly I can only advise; I refuse to be IT support for entire family.
Comment Re:It's OPT-IN (Score 1) 85
Please stop with the sensationalism. As the linked-to article clearly explains, the motion tracking feature is OPT-IN.
No, Comcast says it is opt-in. I am skeptical until someone analyzes one of these devices to make sure. I do not put it past Comcast to turn it on and immediately start selling the data but never tell the customer. Or it was activated "by mistake" in a firmware update.
Comment Re:AI doesn't use desktop hardware including RAM (Score 1) 110
No. You don't seem to be understanding what is driving the market price. Or maybe you're following a confusing thread. If you're on the OP's train of thought, then yes absolutely, the cheap hardware from any AI datacentre collapse cannot be used by consumers.
You wrote: "That's not how RAM works. One RAM packager simply stopped putting it on DIMMs, that's all there is to it." 1) That is not factually true. The situation is not one RAM packager stopped manufacturing DDR5 DIMM modules; the situation is all 3 RAM chip companies cut back dramatically on making DDR5 chips. 2) The entire topic is about RAM not computer hardware in general.
But the GP was talking about abandoning of the consumer market and pointed to Micron dropping Crucial.
And that is true. Micron announced end the entire Crucial brand which includes memory and SSDs.
. That's just one packager not putting RAM on DIMMs.
The problem here is you treated this fact as THE ONLY fact. The fact of the matter is Micron, SK Hynix, and Samsung shifted production to HBM. Micron stopped making Crucial because they have no DDR5 to sell under their own Crucial brand. The other thing which you omitted or don't know is Micron, SK Hynix, and Samsung sold DDR5 chips to other companies like Corsair, Kingston, G.Skill, etc to make their DDR5 DIMM modules. Why would you omit that basic fact?
The actual DRAM module price is driven by *FUTURE* orders. When the AI bubble pops, those orders will go unfilled and RAM production will quickly shift from HBM to DRAM (they are technologically very similar, so you're talking days / weeks for production to shift back.). There won't be any unsold HBM,
1) You assuming that RAM pops into existence from foundry to immediately being used in a datacenter. There is a concept called lead time with production, shipping, customs, etc. 2) Future orders does not mean all the orders are fully paid upfront. Many companies only pay a portion of a contract when signing then fully pay when the product is delivered. Even then payment is due 30, 60, 90 days after invoice. If AI goes bankrupt, what happens to the HBM memory that is in production, being shipped, received by the datacenter but never paid. That is unsold HBM despite your declaration that it does not exist.
There'll be a quick shift back to consumers, and RAM prices will come down and all those brands you know and love (except for Crucial) will be there.
The RAM business relies on thin margins. Always has. You are assuming all the brands will survive not having a major portion of their product line to sell for a year or more. Micron closed their own Crucial because they knew the brand could not survive. Unless the other DIMM makers get loans or other cash infusions, they are in serious financial trouble.
Comment Re:AI doesn't use desktop hardware including RAM (Score 1) 110
I'm not sure what the distinction you're making is.
The distinction is the RAM companies switched to manufacturing HBM for AI servers instead of DDR5 for desktops/general servers. The only other platform that uses HBM would be the Top 500 supercomputers. HBM is not physically compatible with DDR5.
These are the same statement.
The point being made is if there is a crash of HBM demand and all of the sudden there is lots of HBM memory, that does not mean consumers nor companies can just use HBM in their MBs.
Comment Re: AI doesn't use desktop hardware including RAM (Score 1) 110
Comment Re:AI doesn't use desktop hardware including RAM (Score 1) 110
That's not how RAM works. One RAM packager simply stopped putting it on DIMMs, that's all there is to it.
No, that is exactly what happened. The RAM companies were given lots of money to make HBM not desktop/server DDR5. If there is a glut of unsold HBM, it is not likely that HBM can be used in desktops and servers.
Comment Re:Gabe knows what's what (Score 1) 14
Wait... do *you* know what EEE means? Because it now seems like you were talking about something very very different. I never defended the idea of a store or DRM. That is bad. But has zero at all to do with EEE.
You do know the strategy of EEE and HOW to use EEE are different things, right? Using DRM to enforce EEE is what MS has done and will do. I can think of no better way of tying software that only MS controls than DRM and authentication servers.
Assuming you suddenly once understand what EEE actually is (instead of whatever that off topic stuff you just wrote in your first sentence), I'm not,
I understand what it is. You act as if IMPLEMENTATION does not exist. I suggest you look up what that means.
The problem is every idiot sees every idea from Microsoft that in any way has a similar functionality to something else as some big brained EEE move. Leaving aside the fact that EEE can't possibly work for software distribution this way,
And you seem to forget that rules are different for Microsoft and others that do not hold monopoly power.
you give Microsoft waaaaaay too much credit. They lack the strategic intelligence to pull something like EEE off right now, even in market conditions that would make it possible
MS already did it. That destroys your point.
People who accuse Microsoft of doing EEE today are giving MS a completely undeserving complement. Don't do that, MS's CxOs are waay to dumb and short sighted to pull this shit off.
They never stopped doing it. Denial is not just a river in Egypt. They just don't get away with it as much.