iopq comments on TSMC is apparently considering getting into the RAM business at the request of Nvidia.

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[–] iopq@lemmy.world 11 points 15 hours ago (5 children)

We had this issue during the crypto boom and the manufacterers that added capacity then are glad they did.

What else could use up that RAM? How about standalone VR? We could get mainstream adoption by 2030.

The point is building factories sometimes pays off

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[–] dan@upvote.au 2 points 15 hours ago (4 children)

I agree that more supply would be great and building factories can pay off. It's still very expensive though, and some banks are growing skeptical of the ballooning costs of AI-related projects.

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