2025-12-18 01:52 UTC
@MostlyHarmless@thecanadian.social It's not even RAM chips, it's RAM *wafers*, ie silicon that's been etched but not even cut, let alone encased in chips and soldered to a circuit board with support components, and the company buying the wafers does not even have capacity to do all that.
It's just an evil plan to starve their direct competitors by making an essential hardware part unavailable / super expensive.
Replies (1)
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@mike805@noc.social 2025-12-18 07:01
@ScriptFanix@maly.io @MostlyHarmless@thecanadian.social Maybe they intend to build wafer scale AI systems? Otherwise it would make sense to order modules. They can use the modules, and the wafers would still be taken off the market while they are packaged.