37
Micron to boost DRAM output with $1.8bn chip fab buy (www.theregister.com)
submitted 9 months ago by to c/technology@beehaw.org
7 comments fedilink hide all child comments
 

Seriously, what the fuck is going on with fabs right now?

Micron has found a way to add new DRAM manufacturing capacity in a hurry by acquiring a chipmaking campus from Taiwanese outfit Powerchip Semiconductor Manufacturing Corporation (PSMC).

The two companies announced the deal last weekend. Micron’s version of events says it’s signed a letter of intent to acquire Powerchip’s entire P5 site in Tongluo, Taiwan, for total cash consideration of US$1.8 billion.

you are viewing a single comment's thread
view the rest of the comments
[–] [S] 3 points 9 months ago* (last edited 9 months ago) (1 child)

It's pretty clear that consumers are intentionally priced out of the market so they have to rent compute as a service.

  • permalink
  • fedilink
  • source
  • parent
  • hideshow 1 child comment
    •
  • [–] 6 points 9 months ago

    I don't think that memory manufacturers are in some plot to promote SaaS. It's just that they can make a ton of money off the demand right now for AI buildout, and they're trying to make as much money as they can in the limited window that they have. All kind of industries are going to be collateral damage for a while. Doesn't require a more complicated explanation.

    Michael Crichton had some way of putting "it's not about you" it in Sphere that I remember liking.

    searches

    “I'm afraid that’s true,” Norman said. “The sphere was built to test whatever intelligent life might pick it up, and we simply failed that test.”

    “Is that what you think the sphere was made for?” Harry said. “I don’t.”

    “Then what?” Norman said.

    “Well,” Harry said, “look at it this way: Suppose you were an intelligent bacterium floating in space, and you came upon one of our communication satellites, in orbit around the Earth. You would think, What a strange, alien object this is, let’s explore it. Suppose you opened it up and crawled inside. You would find it very interesting in there, with lots of huge things to puzzle over. But eventually you might climb into one of the fuel cells, and the hydrogen would kill you. And your last thought would be: This alien device was obviously made to test bacterial intelligence and to kill us if we make a false step.

    “Now, that would be correct from the standpoint of the dying bacterium. But that wouldn’t be correct at all from the standpoint of the beings who made the satellite. From our point of view, the communications satellite has nothing to do with intelligent bacteria. We don’t even know that there are intelligent bacteria out there. We’re just trying to communicate, and we’ve made what we consider a quite ordinary device to do it.”

    Like, two years back, there was a glut of memory in the market. Samsung was losing a lot of money. They weren't losing money back then because they were trying to promote personal computer ownership any more than they're trying to deter personal computer ownership in 2026. It's just that demand can gyrate more-rapidly than production capacity can adjust.

  • permalink
  • fedilink
  • source
  • parent