tal

joined 2 years ago
[–] tal@lemmy.today 3 points 2 weeks ago

for example dell, hp and lenovo run a large business laptop leasing business if they do not get their ram, it will sour their relationships with memory manufacturers

Lenovo is stockpiling memory to try to make it through the RAM winter.

https://www.tomshardware.com/pc-components/ram/lenovo-stockpiles-ram-as-prices-skyrocket-reportedly-has-enough-inventory-to-last-through-2026-memory-stock-claimed-to-be-50-percent-higher-than-usual-to-fight-pricing-shock

Lenovo stockpiles RAM as prices skyrocket, reportedly has enough inventory to last through 2026 — memory stock claimed to be 50% higher than usual to fight pricing shock

Lenovo is playing it smart and buying up as much memory inventory as it can

I don't think that Lenovo is getting special deals with memory makers either, or they wouldn't need to stockpile.

[–] tal@lemmy.today 6 points 2 weeks ago

Serial compute isn't doing the double-every-18-months-in-speed since something like the early 2000s.

Unlike with serial compute, not all problems can be solved, run faster, with parallel compute. But at some point, unless we figure out some sort of new way to play with physics, we pretty much have to move to parallel compute where we can if we want much more performance.

[–] tal@lemmy.today 1 points 2 weeks ago

The Brits are still doing a penny!

[–] tal@lemmy.today 8 points 2 weeks ago* (last edited 2 weeks ago) (1 children)

Also, I can’t wait to buy up used RAM for pennys when the bubble pops.

The memory that manufacturers are producing is HBM; they're transitioning facilities that had been producing memory for DIMMs to producing HBM. HBM won't be in DIMM form factor


you can't just stick it into the slots on a PC motherboard.

[–] tal@lemmy.today 41 points 2 weeks ago* (last edited 2 weeks ago) (8 children)

I read an article yesterday that Samsung's memory division wasn't even willing to let Samsung's own cell phone division lock in any long-term memory buying agreement with them, which the cell phone division hsd been trying to do. Too much money in selling HBM memory for parallel compute to datacenters.

https://www.reuters.com/world/china/ai-frenzy-is-driving-new-global-supply-chain-crisis-2025-12-03/

Some 6,000 miles away in California, Paul Coronado said monthly sales at his company, Caramon, which sells recycled low-end memory chips pulled from decommissioned data-center servers, have surged since September. Almost all its products are now bought by Hong Kong-based intermediaries who resell them to Chinese clients, he said.

"We were doing about $500,000 a month," he said. "Now it's $800,000 to $900,000."

I threw away a bunch of large-capacity DDR4 DIMMs last year, figured that they'd be useless in the future. Kind of wish I hadn't, now. Reusing old DIMMs is probably the only source of supply that can be ramped up in the near term.

In October, SK Hynix said all its chips are sold out for 2026, while Samsung said it had secured customers for its HBM chips to be produced next year. Both firms are expanding capacity to meet AI demand, but new factories for conventional chips won't come online until 2027 or 2028.

Two or three years until manufacturing capacity will be ramped up.

[–] tal@lemmy.today 8 points 2 weeks ago* (last edited 2 weeks ago)

Why? I mean, they aren't compelled to manufacture DIMMs.

Right now, there is a window in time where there are companies willing to pay tons of money for HBM, more than most people and companies are for DIMMs. It'd be crazy for memory manufacturers not to make HBM if they have the capacity to do so, if they're doing way better by doing so.

[–] tal@lemmy.today 12 points 2 weeks ago* (last edited 2 weeks ago) (2 children)

@pHr34kY@lemmy.world

It could be a backronym, where the meaning of something is changed after the name is selected to fit the name. I mean, the company is Chinese. I doubt that they initially chose an English-based name, but they sure could have adopted it later.

searches

And yes, at least according to Wikipedia:

https://en.wikipedia.org/wiki/BYD_Company

"BYD" is the pinyin initials of the company's Chinese name Biyadi. The company was originally known as Yadi Electronics (亚迪电子), named after the Yadi Road in Dapeng New District, where the company was once based.[23] According to Wang Chuanfu, when the company was registered, the character "Bi" (比) was added to the name to prevent duplication, and to provide the company with an alphabetical advantage in trade shows.[24] As the name "BYD" had no particular meaning, BYD started adopting a backronymic slogan "Build Your Dreams" when it participated at the 2008 North American International Auto Show in the US.[25][26][27]

EDIT: Ah, @ShinkanTrain@lemmy.ml already pointed this out.

[–] tal@lemmy.today 31 points 2 weeks ago* (last edited 2 weeks ago)

https://en.wikipedia.org/wiki/Aryan_Nations

Aryan Nations was a North American neo-Nazi[1] and white supremacist[2] hate group that was originally based in Kootenai County, Idaho, about 2+3⁄4 miles (4.4 km) north of the city of Hayden Lake.

Probably some lasting effect from that.

Starting in 1981, Butler organized yearly gatherings of white supremacists at his compound in Idaho which he termed the "Aryan Nations World Congress." At his first conference, Butler called for the division of the United States into racial mini-states, including a white ethnostate in the Pacific Northwest. He said that he had a black ally in the plan, Louis Farrakhan, leader of the Nation of Islam.[3] At the 1983 Aryan Nations World Congress, Louis Beam and other leaders in the white power movement declared war on the U.S. government.[4]

[–] tal@lemmy.today 1 points 2 weeks ago

Yeah deflation sucks, but that's not what Americans actually want.

I am confident that there are a number of people who really do want prices to decrease in absolute terms and don't understand what that would do.

[–] tal@lemmy.today 12 points 2 weeks ago
[–] tal@lemmy.today 4 points 2 weeks ago

Will these even be useful on the second hand market, or are these chips gonna be on specialized PCBs for these machines?

If I understand aright, it's going to be HBM, so it won't be in DIMM form. Like, can't just go stick it in a PC.

[–] tal@lemmy.today 6 points 2 weeks ago

!pixeldungeon@lemmy.world

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