A report by The Information claims that the world’s biggest chipmaker is considering adding memory back into its portfolio, starting with next-generation 3D DRAM.
With demand still outpacing supply and prices sky-high, the outlet says it could compete with memory giants Micron, Samsung, and SK Hynix to develop and produce 3D DRAM technology that stacks chips vertically for increased bandwidth, capacity, and power efficiency.
[Link: TSMC Weighs Making Advanced Memory Chips to Capture More AI Spending | https://www.theinformation.com/articles/tsmc-weighs-making-advanced-memory-chips-capture-ai-spending?rc=v4bmzs | The Information]
We had this issue during the crypto boom and the manufacterers that added capacity then are glad they did.
What else could use up that RAM? How about standalone VR? We could get mainstream adoption by 2030.
The point is building factories sometimes pays off
I agree that more supply would be great and building factories can pay off. It’s still very expensive though, and some banks are growing skeptical of the ballooning costs of AI-related projects.
That’s why I don’t think we should limit the AI boom, give the supply chains a chance to pay for more capacity for the future
There are a few other reasons to stop building data centers.
Like what? The economy is basically not in a recession because of a data center boom
Did you miss that google illegally clearcut 250,000 trees for a data center, or that they use tons of water and power and they’re building them in deserts. Or that they’re an absolute nuisance for miles around them?
How about they shouldn’t be allowed to do that? You can build data centers without breaking the law. They also don’t use that much water. They have been farming almonds in arid California areas for decades and nobody cared