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Comment Re:OPEC, but worse (Score 3, Informative) 63

" You can make DRAM at pretty much any of them"

Absolutely not. A DRAM process is quite different from a logic process. Most importantly, you need a big capacitance that only takes the planar area comparable to a transistor since you need one of each for every bitcell, but that isn't the only consideration. You also need a transistor for that bitcell that's low leakage so that there's time between reads to do refreshes but still need to make fast enough devices to build the build the logic around the arrays.

" Intel is contemplating it."

Intel is contemplating leasing space to Hynix to do it in buildings that Intel has been delaying construction since they don't have enough demand to justify spending the money to equip the lines for their own processes. Intel hasn't been able to make DRAM for 40 years.

Comment Re:OPEC, but worse (Score 2) 63

"You, literally you, can ring up someone who runs a contract fab and ask them to make you some DRAM."

What DRAM fab do you think has unsold capacity?

"Here's a YouTuber making some in his garage"
He made a 20 bit array. It isn't even packaged. You can't use that for anything.

"CXMT is firing up"

CXMT is fully subscribed through 2027.

Comment Re:Bullshit Lawsuit (Score 1) 113

"there is no implied obligation to keep making it faster or more powerful"

That's why they don't allege slowing or lack of improvement as a cause of action, they allege collusion. Slowing or lack of improvement might be a overt act used to prove collusion, but is neither sufficient nor necessary to that proof.

Comment Re:Why? (Score 1) 45

Why do you think it is the wrong thing?

The marginal cost of a billion transistors on a mature node is about five cents.

The marginal cost of free time for someone skilled enough to program this hardware is at least $1 per minute.

If using a compiled Python and throwing devices at the problem can save you at least one minute for every twenty instances you deploy, you're ahead.

Comment Commingling funds (Score 2) 73

He took the liabilities from custodial accounts held by the company and commingled them with assets of the company itself. It doesn't matter if the investments he then made were sound because he was not entitled to use the custodial accounts in that way.

If you drive off in someone else's car and put it back afterwards, that is still joyriding regardless of any purpose you had in taking the car. (Yes, I know the analogy is not perfect because there is some depreciation of the value of the car due to use.)

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