They could start manufacturing ram? Or fund startups trying to make ram?
Seriously is there no way to get out of having only 2-3 chip and memory makers?
Honestly, no. There is no fast way to spin up fabs for this stuff. A lot of lithography equipment for the top tier stuff is made by 1 supplier, stocking a shitload of fabs with the right gear just isn’t something they can do.
IMHO, the fastest way out of this mess would be for governments to regulate how supply is spilt between consumer and enterprise products.
A lot of lithography equipment for the top tier stuff is made by 1 supplier
So maybe invest in that and become another top-tier supplier of lithography equipment?
That still might take 10y because lithography printers aren’t cheap, their location isn’t cheap, and so much more. Once you watch an Intel, TSMC, or Texas Instru… chip factory tour.
Wait, why doesn’t Texas Instrument cash in or did they offshore their production too?
Fun fact…the chip maker and the calculator company are completely seperate. Don’t really know why it’s fun but well it is a fact.
They’re already selling silicone designed twenty years ago at absurd markup, so Texas Instruments has no need to jeopardize that with the AI fad.
Honestly, we should probably just have a state owned and ran chip fab company. If the US is serious about security and/or innovation, that’s what needs to happen. There’s no way it’s going to happen though sadly, but that’s what should be done. >
Why state owned, when they can have privately owned and just funnel your tax money right into it, then retire to take up cushy “consultancy” positions on the board?
The “demand” is in the future. It may never be realized. There’s no money in starting a chip fab when there’s only a manufactured shortage. The chip companies aren’t adding capacity because they don’t need it.
Eh … even with the popping of the AI bubble, the long-term future is bright for any new chip manufacturer. The world is only becoming more and more electronic, with more and more gadgets needing advanced chips. When the AI bubble goes boom, demand may temporarily drop, but in the long term demand will rise overall.
The startup cost for a chip fab is MONSTROUS. Add the fact that the incumbents have already been convicted of being a cartel once (or more?), and it’s going to be a heck of an industry to break into. The incumbents just will drop price
The problem is it doesn’t solve the core issue. What’s to stop an AI data center buying up all the startup’s stock and future stock also.
It is an extremely long and complicated process to do so. China has been trying to enter chips manufacturing for decades and are now almost there (they don’t have the capacity to produce the most advanced chips yet, but are still working on it).
However the moment they got a decent DDR4 production going they announced they are going to “phase them out” in favour of DDR5 chips (of which they have not really perfected the process yet) so they can be used for Chinese AI-datacenters.
Reminds me of that time Samsung wouldn’t sell ram to Samsung because they needed to compete with the demand from Samsung.
Wait, what?
#OutOfTheLoopSamsung is a Korean jaebeol. It’s a massive conglomerate all owned by the one family, but each department operates very independently and is incentivised largely to maximise its own profit independent of the rest of the conglomerate.
Episode 7893 of corporations artificially creating problems to make profit by selling the solution. Just to then fail at solving the problem of their own creation.
Brilliant economic system. You can marvel at its ingenuity and just get lost in it.
Asha Sharma standing on the glass cliff.
She and Xbox will be gone inside of two years.
I haven’t bought an XBox since the 360 because it was such a vapid upgrade path.
It’s worth noting that the Xbox brand these days represents so much more than the console. It’s a game studio, a storefront, a subscription service, a software application, and more.
Asha was absolutely put in place to be glass cliffed.
Not sure Xbox will be gone any time soon, but once Asha has taken all the blame they’ll get back to the same old BS.
Oh I hope not. The one part of Microsoft I actually like is World’s Edge, and that sits under Xbox.
Poor Microslop
If there was a decent governement behind they would have never left this reaching the point where the consumer market is left with nothing
They’re still planning on making a new Xbox? Sometimes I forget there’s an Xbox console anymore.
Just… lemme help folks out with the corpo speak here.
‘leading-end’
Ok now watch this ->
‘lead-ending’
mind explosion gif
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They could just cancel all yet to be manufactured orders for starters…
I wonder if we’re going to see a console generation with expandable memory for the first time since the N64.
Would make some sense if the current climate persists for a few more years. Sell variants with multiple ram configs at different price points, and when ram prices come down you can wack a ram stick/module in there.
Obvious problems: consoles usually use unified memory, which probably won’t really work with expandable storage, so would need a different architecture. Also, if they use non-standard dimms, it’s unlikely the manufacturers would drop prices of those modules anywhere close to the actual amount of theoretical ram price drops. And this would require cooperation with game developers to make games that work with different ram configs, and give a tangible benefit for having more ram, without breaking compatibility for the base model units.
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hehehe
Good, then they can finally be the kings of the shithole they’re digging.
sits on his sbc pcs, sticks of ddr4 and stack of old hard drives like a dragon
