Moore was asked if memory suppliers were inclined towards catering to the AI sector, “leaving consumers behind” as a result. “Well, first I would want to try to help everybody understand that the perception may not be exactly correct, at least from our point of view,” Moore said. He stated that while he would “never want to tell someone what to think or that they’re wrong… our viewpoint is that we are trying to help consumers around the world.” Moore then cited Micron’s sizeable businesses in the client and mobile market. Moore hinted that Micron is still technically serving consumers by supplying LPDDR5 to OEMs like Dell and Asus for inclusion in laptops, amongst other things. While this is technically correct, the news will be of little comfort to the DIY community and enthusiasts facing colossal price increases.
While the report claims Micron is in contact with “every single PC brand out there”, the company simply cannot afford to ignore AI demand.
China has a couple of years to figure out how to make RAM at decent prices.
They will manage somehow and will become leaders of the consumer market.
The bubble will burst and will fuck everyone involved.
China will by then have their RAM on every consumer device and these shitheads will all go: “omigosh! How this could happen? Nobody could have predicted this!”
If their progress on GPUs is anything to go by, it will take them at least a decade just to catch up to current DRAM state of the art. And it’s not like there was no incentive to build good GPUs for the last 10-15 years.
Of course they could get lucky, or could steal technologies to accelerate things, but I wouldn’t count on it happening quickly either way.
Of course they could get lucky, or could steal technologies to accelerate things
Good news everyone https://www.tomshardware.com/pc-components/dram/samsung-engineer-accused-of-leaking-10nm-dram-process-data-to-chinas-cxmt
I’m not happy with China getting this tech and potentially becoming a monopoly in consumer DRAM. But the other option right now is becoming a cloud slave for burgerlander billionaires that are actively fucking everyone in the world so what can I say?
This guy’s a hero! Go China!
My dude, most stuff is already manufactured in China, they’ve had a more or less a monopoly on consumer goods for decades, why is this really any different?
The fact that they already have a de-facto monopoly on consumer goods doesn’t mean I want them to have another one for other products.
I’d rather they kept the consumer market alive if everyone else is sucking off billionaires, unless you have some other plan, no one else does manufacturing quite as efficiently
As I said in my first comment, I am not happy with it, but the other option is worse.
I am aware this is the lesser evil, hence “Go China”.
10 years is not a long time and once the cat is out of the bag it’s rather difficult to get it back in.
It was the same for other manufacturing. You can’t manufacture most commercial items at a competitive price not just because the difference in labor cost but because there’s simply nobody left that is capable of doing it at scale in the US or Europe.
Drones is what stands out. China is like the only one offering drone products to regular hobbyists. Whether its cheap whoops or more premium DJI drones.
I wonder if China will fill that consumer segment instead of they themselves deciding to just ignore it all to go after the AI business sector too.
Maybe PC will go the route of people having to scrap retro parts or jailbreaking consoles to install Linux when it comes to hardware acquisition in the future.
What an absolute non-answer Moore provided.
Remember which companies are pulling this nonsense and boycott them going forward.
Moore’s New Law: The price doubles and the stock halves
Let me help you by not selling you what you want. What do you mean “stop pissing in your eyes”?
Micron share price
Yes that’s what a bubble looks like.
We aren’t supposed to make it to 2028, so I guess they are helping?
I’m looking forward to the cheap GPU that will hit the market during the AI fire sale.
Gratz, what you doing with your 200 GB VRAM and absolute lack of gaming performance?
That you can’t plug into a traditional computer and that has not even pads for a video connector to be soldered to.
Folks just don’t realize how exotically different they have ultimately made the GPU packaging for datacenters. B200/B300 come in very specific packaging that is nowhere near a PCIe card.
Running my AI girlfriend
Well, whatever floats your goat lol
Micron: “But guuyyyyyyys… What about the money? We could be making so much more money!”
What a bunch of bullshit. He is “helping” thier profits and nothing more while directly fucking over consumers. Micron was the best/safest company to get memory from for picky devices, especially since their site could confirm direct compatibility. Now everyone loses except them and the AI companies.
“Uhm teckicaly!!!”
I wonder how VALVe will tackle this and I really hope they all already made 3 year contracts for a fixed price.
