Moore was asked if memory suppliers were inclined towards catering to the AI sector, “leaving consumers behind” as a result. “Well, first I would want to try to help everybody understand that the perception may not be exactly correct, at least from our point of view,” Moore said. He stated that while he would “never want to tell someone what to think or that they’re wrong… our viewpoint is that we are trying to help consumers around the world.” Moore then cited Micron’s sizeable businesses in the client and mobile market. Moore hinted that Micron is still technically serving consumers by supplying LPDDR5 to OEMs like Dell and Asus for inclusion in laptops, amongst other things. While this is technically correct, the news will be of little comfort to the DIY community and enthusiasts facing colossal price increases.
While the report claims Micron is in contact with “every single PC brand out there”, the company simply cannot afford to ignore AI demand.
China has a couple of years to figure out how to make RAM at decent prices.
They will manage somehow and will become leaders of the consumer market.
The bubble will burst and will fuck everyone involved.
China will by then have their RAM on every consumer device and these shitheads will all go: “omigosh! How this could happen? Nobody could have predicted this!”
Drones is what stands out. China is like the only one offering drone products to regular hobbyists. Whether its cheap whoops or more premium DJI drones.
I wonder if China will fill that consumer segment instead of they themselves deciding to just ignore it all to go after the AI business sector too.
Maybe PC will go the route of people having to scrap retro parts or jailbreaking consoles to install Linux when it comes to hardware acquisition in the future.
If their progress on GPUs is anything to go by, it will take them at least a decade just to catch up to current DRAM state of the art. And it’s not like there was no incentive to build good GPUs for the last 10-15 years.
Of course they could get lucky, or could steal technologies to accelerate things, but I wouldn’t count on it happening quickly either way.
Good news everyone https://www.tomshardware.com/pc-components/dram/samsung-engineer-accused-of-leaking-10nm-dram-process-data-to-chinas-cxmt
I’m not happy with China getting this tech and potentially becoming a monopoly in consumer DRAM. But the other option right now is becoming a cloud slave for burgerlander billionaires that are actively fucking everyone in the world so what can I say?
This guy’s a hero! Go China!
My dude, most stuff is already manufactured in China, they’ve had a more or less a monopoly on consumer goods for decades, why is this really any different?
The fact that they already have a de-facto monopoly on consumer goods doesn’t mean I want them to have another one for other products.
I’d rather they kept the consumer market alive if everyone else is sucking off billionaires, unless you have some other plan, no one else does manufacturing quite as efficiently
As I said in my first comment, I am not happy with it, but the other option is worse.
I am aware this is the lesser evil, hence “Go China”.
Fair enough, and for what it’s worth, a boat load of compromises led us here in the first place, perhaps this is just kicking the can down the road too
10 years is not a long time and once the cat is out of the bag it’s rather difficult to get it back in.
It was the same for other manufacturing. You can’t manufacture most commercial items at a competitive price not just because the difference in labor cost but because there’s simply nobody left that is capable of doing it at scale in the US or Europe.