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SK Hynix CEO: Current memory semiconductor prices are "abnormally high" (www.chosun.com)
submitted 3 months ago by to c/technology@lemmy.world
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[โ€“] 58 points 3 months ago (13 children)

The best time to build a chip fab is 10 years ago. The second best time is right now.

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  • [โ€“] 16 points 3 months ago (1 child)

    I wouldn't risk it. The AI market is full of SpaceX like companies, massively overvalued despite literally never making a profit and having no coherent business plan beyond crossing their fingers and hoping they create AGI.

    It takes 5 or 6 years minimum to step up a fab, the AI market is so unstable it could be gone by next week. If you want to cash in on this particular gold rush you need to already own the pickaxes.

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  • [โ€“] 27 points 3 months ago (9 children)

    AI companies gonna crash, and then memory manufacturers will be left with 50% oversupply no one wants to buy. So they don't build new factories yet.

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  • [โ€“] 11 points 3 months ago (3 children)

    Don't worry. The government will bail them out

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  • [โ€“] 4 points 3 months ago (2 children)

    Which government? SK hynix is a South Korean manufacturer, along with Samsung. This is one area the Trump administration can't get its fingers involved.

    Anyway both companies have shit tons of money I don't think they need bailing out

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  • [โ€“] 6 points 3 months ago* (2 children)

    Nope. All this will continue with robotics. They will need a lot of memory, cpu and Ai capabilities and will connect to datacenters.

    Its dystopia being built here. Nothing will stop it. This is literally run top down from billionaries and they can't be voted away.

    There may also be a trend with spy glasses or clothes or other stuff that people will wear. Trans humanism is popular in pervo circles. Merging with machines. Implants. All of this is driving demand for tech.

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  • [โ€“] 5 points 3 months ago (1 child)

    We are 10 years away minimum from robotics being a viable technology. We've got the early alpha prototypes right now but look at how long it took to get to where they are. I remember watching YouTube videos 15 years ago about the atlas robot and it still isn't commercially available.

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  • [โ€“] 5 points 3 months ago*

    I think it will go a lot faster than that personally, but depends on what we mean. Are we talking fully autonomous robots walking around inside our houses, carrying out tasks? That will take much longer than just some model that is like Alexa, standing in a corner..

    We will probably see guard robots who can guard areas as a first step. Just watching and monitoring areas and being able to walk and report. Very basic.

    But yeah we will see. Wish I could say it's exciting but I think its just going to make humanity worse... We don't get happier with tech, just more isolated and sad.

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  • [โ€“] 3 points 3 months ago

    Nah, they did that in the past, then demand suddenly went back to normal. That's why my 64 GB DDR5 RAM was 200โ‚ฌ last year.

    They are scared shitless to expand, because if they do and the AI bubble bursts they won't make their money back. So they obviously prefer to constrain the supply, rake in massive profits and just wait it out.

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