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Bubbles bursting aren't bad unless you were overinvested in the bubble. Consider that you'll be wiping your ass with DIMMs once this one bursts; I can always pu

• latchup 9mo ago
  > Bubbles bursting aren't bad unless you were overinvested in the bubble. That's what I am trying to say: every big technology player, every industry, every government is all in on AI. That means you and I are along for the ride, whether we like it or not. > Consider that you'll be wiping your ass with DIMMs once this one bursts; I can always put more memory to good use. Except you can't, because DRAM makers have almost entirely pivoted from making (G)DDR chips to making HBM instead. HBM must be co-integrated at the interposer level and 3D-stacked, resulting in terrible yield. This makes it extremely pricy and impossible to package separately (no DIMMs). So when I say the world is all in on this, I mean it. With every passing minute, there is less and less we can salvage once this is over; for consumer DRAM, it's already too late.