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Cake day: July 24th, 2023

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  • Asus won’t be producing shit. They’ll be slapping their name on some kits already being produced by another company.

    What Gskill, Kingston, Corsair, Mushkin, Crucial, etc. do already. If any one of these appears or disappears, it makes zero difference to supply. The original manufacturers switching to HBM because Nvidia/OpenAI wanted them to (not to mention OpenAI doing a deal with Samsung and SK Hynix for 40% of earth’s entire supply) is the cause of this, and it won’t be solved by some Asus stickers being slapped on some RAM sticks that otherwise would’ve still been sold, just with a different sticker on the front.

    This article thinking that ASUS will plan, build, and operate a state of the art DRAM fab in a short timescale is absolute fantasy.














  • I work in IT and have since 2011… most people are buying $800+ phones for no reason

    I do actually agree, but it’s funny you say this in a post where you’re glazing the Galaxy S4.

    Adjusted for inflation that thing would cost $876 today.

    But yeah, people spend way more than they need to on phones. Midrange or used is perfectly fine.


  • On the contrary people expect this to be a step towards a general redistribution of manufacturing capacity towards HBM for parallel compute products.

    That is where much of the overall wafers are going. But that would be happening regardless of whether the Crucial brand is around or not. Even if Crucial was still a thing going forward, those same wafers would still be going towards HBM.

    I think he hit the nail on the head when he said that Crucial being cancelled is just a symptom of our shit market, not one of the causes. It makes zero difference.

    Who says the Samsung NAND couldn’t be bought by other OEMs to make consumer SSDs

    His point is that Samsung (the manufacturer) is scrapping production, not that Samsung (the consumer brand) is stopping selling products that otherwise are still being produced and sold under different brand names.

    Stopping production of something sold under many brands is obviously a lot worse than a brand stopping sales of something that other brands will still sell (albeit in lower quantities in previous years due to HBM production being ramped up at the cost of DDR5).