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Korea, Taiwan and Japan take first jolt from Democratic AI shock - Investors dump SK Hynix, Samsung and TSMC on fears Democrats will curb data center buildout (asiatimes.com)
submitted 1 day ago by to c/fuck_ai@lemmy.world
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[–] 56 points 1 day ago (15 children)

Good. Soon they will start begging us, ordinary people, customers and gamers, to buy their RAM.

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  • [–] 36 points 1 day ago (11 children)

    Nope. The RAM they are making now is not built for consumers and cannot be used in any consumer hardware. IT will take 2-3 years for them to correct course at least.

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  • [–] 28 points 1 day ago (8 children)

    It might be cheaper to buy the server CPUs and motherboards. But, capitalism doesn't really do that. They'll throw it all in a landfill before they would resell it. There is no profit in repacking it when it would just flood the market with pennies on the dollar RAM. It's so fucking infuriating that we live in a world where throwing shit in a landfill is the solution to overproduction. Instead of people just having useful shit.

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  • [–] 9 points 1 day ago (1 child)

    I remember about ten years ago, Intel Xeon family released a product line which included Xeon E3-1230 v2 or something similar to that. It is a server grade CPU but with a consumer grade price tag. Some suspected Intel did that to fight off the same tier of AMD CPU.

    So capitalists do do that, as long as there is competition. It was a good time.

    Now they fucking banded together, a fucking trade union for corporations which fights workers and consumers.

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  • [–] 2 points 21 hours ago

    They’re also really gonna want to recoup some of the money they’re about to lose once they realize that their HBM customers don’t actually have the money to pay for all the memory they ordered, and never will.

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  • [–] 5 points 21 hours ago (4 children)

    The HBM (slop memory) doesn’t work in a real computer.

    They’ll have to just get rid of it because it’s literally useless for anything other than slop generation.

    So regardless of what our dumbass market dictates, that HBM is useless, full stop.

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  • [–] 4 points 19 hours ago* (last edited 19 hours ago) (1 child)

    True. I think that's about a quarter of the dram produced. Though it could be used in public sector research and not just thrown away.

    Astronomy and Biology research benefit from AI image analysis models. Because it's not just generating slop text. It's used to analyze image data to find potential points of interest. Reducing an impossible number of raw data points (stars, cells, etc) down to a manageable number that can be analyzed and confirmed by an actual human.

    This isn't the "AI" people talk about when they say "AI". It was just called "machine learning with computer vision models" before all the AI marketing crap.

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  • [–] 1 point 15 hours ago*

    I don’t know enough about the mechanical workings of things like radiological image recognition to know whether or not HBM would be useful for them, but hopefully you’re right.

    I believe HBM makes up more than a quarter of current production, with all 3 major memory manufacturers prioritizing HBM.

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  • [–] 2 points 19 hours ago* (last edited 19 hours ago) (1 child)

    HBM is far from useless - it's a really good, compact memory architecture with tons of bandwidth. Find a way to adapt it to DRAM modules and we're gold.

    Worst case we get GPUs that can play AAAA games at 8k 120fps

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  • [–] 2 points 15 hours ago

    The GPUs designed for inference (slop) are not the same kind of GPUs that run video games either.

    Here’s an article explaining why HBM is really difficult to integrate into a real computer, and why doing so would eliminate nearly all of the advantages of using HBM (while failing to eliminate the things that make HBM much more expensive to both produce and power than regular DRAM).

    Your proposed “worst case” scenario would be far better than reality’s “best case” scenario.

    (The real best case scenario would have been to not build all this worthless bullshit in the first place, but its too late for that).

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  • [–] 4 points 1 day ago (1 child)

    Stock market demands the line goes up. There are two ways to do that. Reduce headcount to reduce your outgoings or increase profitability which means either selling more or raising prices.

    I am not expecting lower prices.

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  • [–] 2 points 21 hours ago* (last edited 21 hours ago)

    Supply and Demand have a role to play here

    The supply is currently thin because they’ve converted most of their fabrication facilities to make HBM (slop memory) that doesn’t work in real computers. This has significantly diminished the supply of useful memory in circulation.

    Once they can’t sell the HBM anymore they’ll be forced to convert back to making normal RAM, which will increase the supply and relieve demand (and prices).

    Their other available choice would be to die and let one of the new memory upstarts take their place.

    I don’t think they’ll choose to die, but we’ll see soon.

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  • [–] 3 points 1 day ago

    And I'll happily oblige them, I need more ram and would also buy some sticks for use in future machines.

    I bought my current computer back in 2021, and it is time to start looking for components for a new one, I usually run my machines for 7-8 years with incremental upgrades before they need to be replaced, so I have some more time...

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