Memory executives expect RAM shortage to continue through 2028
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Unofficial Hacker News client; not affiliated with Y Combinator.
Memory executives expect RAM shortage to continue through 2028
Unofficial Hacker News client; not affiliated with Y Combinator.
torutofu · · focus · HN ↗
jeffbee · · focus · HN ↗
ajross · · focus · HN ↗
But DRAM has always been almost completely dominated by consumer device needs, and consumer requirements leveled off hard maybe a decade ago. Once you had a 4G system, things were mostly OK. Pervasive VM use and general bloat pushed that up by maybe a factor of two or three since, but that's it.
AI is different. It wants that capacity for different reasons and puts it in different places. And almost none of us really saw that coming more than ~18 months ago or so. Certainly not to the extend that you'd conclude "we've been ignoring it".