Detach from the geopolitics - another way to make memory has been announced at a time when much of the technology and product has been tied up by massive global investments. This could help ease the current memory drought. Will it still be around after the AI bubble pops? This fabrication process could be like fracking - an expense only justified by the current high cost of supply. Is it worth investing in if the bubble pops and kills any gains, evaporating the money sunk into it? Does China and the 1% want to take the risk that this new fab process works and scales? That’s the real stakes.
Its memory we are talking about, literally everyone in the world already uses it. Its not like crypto or other tech that might become obsolete any time soon.
The profit margins might shrink but there will be emough uses for it for sure. Think of personal clouds, archives, maybe cheaper gpus etc etc.
Maybe we will discover/implement algorithms that exploit memory trade offs once it becomes cheap.
Detach from the geopolitics - another way to make memory has been announced at a time when much of the technology and product has been tied up by massive global investments. This could help ease the current memory drought. Will it still be around after the AI bubble pops? This fabrication process could be like fracking - an expense only justified by the current high cost of supply. Is it worth investing in if the bubble pops and kills any gains, evaporating the money sunk into it? Does China and the 1% want to take the risk that this new fab process works and scales? That’s the real stakes.
Its memory we are talking about, literally everyone in the world already uses it. Its not like crypto or other tech that might become obsolete any time soon.
The profit margins might shrink but there will be emough uses for it for sure. Think of personal clouds, archives, maybe cheaper gpus etc etc.
Maybe we will discover/implement algorithms that exploit memory trade offs once it becomes cheap.
Yeah, this is the correct take, I feel.