Post B98AwvGdCU8QdY1ltw by wolf480pl@mstdn.io
 (DIR) More posts by wolf480pl@mstdn.io
 (DIR) Post #B97rfH1bfXMrm8s2eu by mntmn@mastodon.social
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       hmm the news (rumor?) that tsmc have trouble packaging $1B apple iphone chips because of missing dram, plus dram supply for 2027 being fully sold already signals to me that rampocalypse part 2 is coming?
       
 (DIR) Post #B97rzn6Y6h7b3oxwxc by mntmn@mastodon.social
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       @GyrosGeier oh right. if we're extremely lucky we'll see some bubble-popping, but it's going so slowly... although spacex not paying datacenter construction contractors seems interesting
       
 (DIR) Post #B97s3ICkvy1YNuXTGK by janl@narrativ.es
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       @mntmn eww
       
 (DIR) Post #B97ts7vH1OwNDcAIIi by mntmn@mastodon.social
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       @GyrosGeier so one could make optane-style cards with that stuff?
       
 (DIR) Post #B97vm8iVM9MNqtSuki by cararemixed@mastodon.social
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       @mntmn I've preemptively trimmed one of my desktop environments to  comfortably run in less than 300MB of RAM so I have some memory to spare for compilers ... but browsers eat the slack up so fast and then some. I wonder if this will kill the current era of memory hogging web apps?
       
 (DIR) Post #B97xQhVFXcADHFAcRU by ari@chaos.social
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       @mntmn @GyrosGeier IIRC HBM gen1 on certain AMD GPU which are like 10 years old by now have already have ~1 TB/s of  bandwidth.
       
 (DIR) Post #B985S1MA0lusm43k6i by 0h00000000@ioc.exchange
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       @mntmn I think there might be incentive Apple and/or SpaceX/Tesla to start fabbing memory - not only for price, but mainly for reliable supply. For speed they could license from Micron. Even LP/DDR4 or something - think about all the processors in all the phones, cars, switches, ground terminals, and Starlink satellites -  they all need 'basic' DDR  (or LPDDR) - not cutting edge DDR or HBM.
       
 (DIR) Post #B98AwvGdCU8QdY1ltw by wolf480pl@mstdn.io
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       @ariRadeon VII / Instinct MI50 did, idk if that was HBM1 tho@mntmn @GyrosGeier
       
 (DIR) Post #B98kzFIVIQXvgkJJKK by bastelwombat@chaos.social
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       @mntmn Supposedly CXMT is picking up speed. Who knows if that’ll work out. But I guess if the margins are getting as obscene as they currently are, that’s bound to attract some competition.