Thread

The Painful Truth: The RAM Crisis Is Only Just the Beginning

62 points · 69 comments · perelin

N_Lens · 1789618282 · focus · HN ↗
The big companies are insulated because they've locked in multi-year supply contracts with ram manufacturers - Microsoft, Google, Meta, Amazon (All on 3-5 yr contracts). OAI's deal with Samsung & SK Hynix is also colossal - locking up roughly 900,000 DRAM wafers per month, roughly 40% of world output (Stargate project).
Apple got caught out because it had a shorter contract that ended in the beginning of Q3, and they've tried to source their RAM from Chinese CXMT who declined because all capacity was already locked in contracts. They've gone with a lesser known company Kioxia.
Overall the consumer segment is completely neglected, companies don't care about end users in the current market conditions.
1. bigglebear · 1789620047 · focus · HN ↗
  > Overall the consumer segment is completely neglected, companies don't care about end users in the current market conditions.
  It's almost like these companies WANT a dystopia with a centralized winner-takes-all power structure. Anything in the name of profits, who gives a fuck about humanity and distribution of rights or freedoms.

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