this post was submitted on 04 Dec 2025
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Explain Like I'm Five
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They use the same silicon wafers and OpenAI just made a deal to secure 40% of the global supply of wafers from both SK Hynix and Samsung (2 of the three large providers) ostensibly for project Stargate server farms. It gets so much worse, they made both deals on the same day without advising the other company, and have not provisioned any way to actually use (make chips from) the wafers. It looks more like they're just trying to keep them out of the hands of competitors. See here for the gory details.
From there the laws of supply and demand and panic buying by everyone else took over, micron (the third big one) dropped out of the consumer market because they're gonna make bank in the server market as the only unencumbered company. Consumer general purpose computer customers are royally boned. This will flow through into the SSD market as well.
TLDR: Fuck AI in general and Fuck 'OpenAI' and Sam Altman in particular. If you pray, pray that this deal gets a legal injunction in South Korea, coz you know the US will just applaud this shitfuckery.
Geeze. What a cunt.