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.
oh, they’re helping consumers by not supplying them with memory. My bad, the nuance was lost on me. Thanks for the clarification
Good lord AI is cancer
He’s using Darth Vader logic. Classic.
He actually tried to Obi-Wan his company exiting a consumer market as good for consumers
We’re just trying to help those nerds spend less time on their PC, you see? Yes, we produce memory but at our core we’re a grass touching company.
Yeah, why didn’t they followed with that question?
I think because most people tend to be non-confrontational and asking the obvious followup would press them into their hypocrisy
Or because journalism is dead, and the ones present at the time feared they wouldn’t be invited to future press conferences.
“Customers” being Anthropic, OpenAI, Google, Dell, Asus. You are no longer a customer.
More like customers = AI companies. OEM/ODM or such can be customers, but only when AI customers demand fulfill first. (As they need to raise price and reduce spec to build their products)
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!”
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.
Of course they could get lucky, or could steal technologies to accelerate things
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”.
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.
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.
What an absolute non-answer Moore provided.
Remember which companies are pulling this nonsense and boycott them going forward.
That was a pretty telling answer. They want you to have a smartphone that you do everything on without owning a PC, the idea is to push everyone to cloud based gaming and general cloud based compute.
It’s fucked and I hope it all backfires but unfortunately there’s enough normies that will just accept the tech presented to them without question when it’s similar to the last tech.
I was starting to group together my older computers for potential recycling, but they’re now going to be repurposed after thorough testing. Not a fan of where big tech currently wants to go
Hold on to older stuff at this point.
Moore’s New Law: The price doubles and the stock halves
Micron share price
Yes that’s what a bubble looks like.
This time its different - trust me bro™
You mean I should invest everything I have and then some?
Stock price wise the company is clearly worth more because it’s selling more and making massive amounts of money and by massive I mean they’re printing money right now
The other part is that the 3 major players SK Hynix, Samsung and Micron have basically said they don’t want to oversupply the market and when the AI bubble pops have memory prices go through the floor again, so they are treating this as if it’s a bubble and in a few years time the demand will subside, so they are not blowing up all their capital to expand as quickly as possible
“This follows reports earlier this month that the price for DRAM sticks of memory for desktop computers had increased by over 170% year on year. Mostly driven by the high demand for building new AI-focused data centers, memory makers aren’t planning to increase production either, on the off chance the demand dries up.”
I saw Samsung may already be in the process of building a new fab but i cbf looking up further, basically looks like higher memory prices, for longer, with no oversupply glut with cheap prices once the bubble pops like in the past :(
SK Hynix are building more supply, I thought I saw: https://www.tomshardware.com/pc-components/dram/sk-hynix-to-spend-usd13-billion-on-the-worlds-largest-hbm-memory-assembly-plant
May be misinterpreting that, though.
Let me help you by not selling you what you want. What do you mean “stop pissing in your eyes”?
I’m looking forward to the cheap GPU that will hit the market during the AI fire sale.
Gratz, what you doing with your 200 GB VRAM and absolute lack of gaming performance?
That you can’t plug into a traditional computer and that has not even pads for a video connector to be soldered to.
Folks just don’t realize how exotically different they have ultimately made the GPU packaging for datacenters. B200/B300 come in very specific packaging that is nowhere near a PCIe card.
Running my AI girlfriend
Well, whatever floats your goat lol
We aren’t supposed to make it to 2028, so I guess they are helping?
Micron: “But guuyyyyyyys… What about the money? We could be making so much more money!”
What a bunch of bullshit. He is “helping” thier profits and nothing more while directly fucking over consumers. Micron was the best/safest company to get memory from for picky devices, especially since their site could confirm direct compatibility. Now everyone loses except them and the AI companies.
“Uhm teckicaly!!!”
I wonder how VALVe will tackle this and I really hope they all already made 3 year contracts for a fixed price.
The dirth of consumer kits might have been a good opportunity to convince manufacturers to operate in a way that popularized upgradeable memory again. I see that won’t happen any time soon.
