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If (SO)DIMM memory prices rise to the stratosphere while integrated memory in Chinese mini PCs remain relatively affordable, from 16GB Intel N150 to 128GB AMD S

If (SO)DIMM memory prices rise to the stratosphere while integrated memory in Chinese mini PCs remain relatively affordable, from 16GB Intel N150 to 128GB AMD Strix Halo for Edge AI, there will be industry-altering consequences that persist long after DRAM pseudo-shortages end. Oligopolists can relearn old lessons, https://en.wikipedia.org/wiki/The_Innovator%27s_Dilemma https://en.wikipedia.org/wiki/The_Innovator%27s_Dilemma New companies that serve low-value customers with poorly developed technology can improve that technology incrementally until it is good enough to quickly take market share from established business.

dworks 10mo ago
Indeed. I am waiting to buy a Strix Halo on Taobao when supply has been replenished. I asked the manufacturer if price would remain the same after restocking, they said they weren't sure. They re-stock in the middle of January, so it will be interesting to see what the price ends up being. I wonder if there is any advantage of having integrated memory in this regard?
- walterbell 10mo ago
  > any advantage of having integrated memory Power efficiency. Strix Halo also offers unified CPU/GPU memory with 256 GB/s memory bandwidth, which brings it closer to Apple Silicon performance for local LLMs, https://chipsandcheese.com/p/strix-halos-memory-subsystem-tackling https://chipsandcheese.com/p/strix-halos-memory-subsystem-ta... Another opportunity is low-latency storage with millions of IOPS. Nvidia is rebooting Intel's cancelled (see eBay) Optane for "AI Storage". Future Mini PCs and LLM accelerators for Narrow/Edge AI industrial use could benefit from high-IOPS storage, https://www.tomshardware.com/tech-industry/nvidia-and-kioxia-target-100-million-iops-ssd-in-2027-33-times-more-than-existing-drives-for-exclusive-use-in-ai-servers https://www.tomshardware.com/tech-industry/nvidia-and-kioxia...

dworks 10mo ago

Indeed. I am waiting to buy a Strix Halo on Taobao when supply has been replenished. I asked the manufacturer if price would remain the same after restocking, they said they weren't sure. They re-stock in the middle of January, so it will be interesting to see what the price ends up being. I wonder if there is any advantage of having integrated memory in this regard?

walterbell 10mo ago
> any advantage of having integrated memory Power efficiency. Strix Halo also offers unified CPU/GPU memory with 256 GB/s memory bandwidth, which brings it closer to Apple Silicon performance for local LLMs, https://chipsandcheese.com/p/strix-halos-memory-subsystem-tackling https://chipsandcheese.com/p/strix-halos-memory-subsystem-ta... Another opportunity is low-latency storage with millions of IOPS. Nvidia is rebooting Intel's cancelled (see eBay) Optane for "AI Storage". Future Mini PCs and LLM accelerators for Narrow/Edge AI industrial use could benefit from high-IOPS storage, https://www.tomshardware.com/tech-industry/nvidia-and-kioxia-target-100-million-iops-ssd-in-2027-33-times-more-than-existing-drives-for-exclusive-use-in-ai-servers https://www.tomshardware.com/tech-industry/nvidia-and-kioxia...