Thread

Samsung is expected to more than double output of its HBM4 and HBM4E DRAM

562 points · 458 comments · giuliomagnifico

amelius · 1789928450 · focus · HN ↗
Will that be enough for AI's hunger?
1. GoToRO · 1789929801 · focus · HN ↗
  It will be just in time for when AI will run very well on consumer hardware and the need for data centers will collapse.
  1. EA-3167 · 1789930124 · focus · HN ↗
    Or even more amusing in time for the bubble to burst, I hope the big RAM makers end up holding the whole bag for that. Greedy bastards.
    ThrowawayR2 · 1789960550 · focus · HN ↗
    If the AI bubble bursts, the DRAM manufacturers switch back to making conventional DRAM and pent-up business and consumer demand results in a surge of purchases, cushioning the fall considerably.
    EA-3167 · 1790010131 · focus · HN ↗
    Look into the time frames a bit more, this isn’t a switch they flip. If the bubble bursts today it will be years before those downstream effects add up.

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