5 ms·

Sony halts memory card shipments due to NAND shortage

82 points by methuselah_in 6mo ago

globular-toast 6mo ago
[flagged]
- noobermin 6mo ago
  Are heavily ironic posts still considered non-kosher for HN? It does seem times are changing.
  - t0rt01se 6mo ago
    The word you seek is 'sarcastic'. The ever so slightly neuro-divergent don't do sarcarsm. Nor do linkedinlunatics.
    - clarionbell 6mo ago
      Please don't buy into that stereotype. People with aspergers are capable of getting sarcasm. Especially if it's over the top like this.
  - skrebbel 6mo ago
    Only if they're not funny
    - fpoling 6mo ago
      It is more funny if one watched the original Total Recall.
  - paganel 6mo ago
    They're a good way of verifying that they're not AI-slop, or not pro-AI slop, which I view as the same think, so I think that they should be embraced.
  - globular-toast 6mo ago
    This is why "sort by controversial" is such a good feature of Reddit. If you're not offending half the people, is it really worth saying anything at all?
- prerok 6mo ago
  We can remember it for you, wholesale.
- ares623 6mo ago
  Who needs terabyte hard drives when all your photos can stored as plaintext prompts instead. Finally, the perfect storage format!
  - pjc50 6mo ago
    There is actually some work on doing this; after all, an imagegen model is simply a very large number of images that have been compressed together. Given a stable model and a means of inferring a prompt for an image, you can then generate a base image and store compressed deltas on top of it. (of course the limit case of this is Samsung moon replacement)
tomalaci 6mo ago
I feel like all these hardware shortages will supercharge 2nd hand electronics and their refurbishing from repair specialists.
- HerbManic 6mo ago
  For many years I had been advocating for Linux distros to optimize for lower spec machines as their life times got extended. Best case, you head off potential hardware end of life, worst case you allow newer hardware to run more effciebtly. The latest shortage I didnt see coming, but it would have helped out regardless. Keeping old hardware going is vital nowadays, need to end the mind set of disposable goods.
- iszomer 6mo ago
  Might even bring back some value to those _westerners_ who are still hooked into the nostalgic scene -- have you made a trip to Akihabara district lately?
- Havoc 6mo ago
  2nd hand is up massively already. Built a ssd nas with eBay parts in mid 2025 and everything is up 100ish percent
  - 20after4 6mo ago
    Only 100%? I'm seeing SSDs going for about 400% what I paid in 2024.
    - Havoc 6mo ago
      Old 2nd hand enterprise drives on ebay have seen pretty modest increases. Actually just went through my purchase history and its even lower than I thought. 37% inc versus May '25. Pretty niche crowd that is down for building a NAS out of drives that have had long lives already. Basically only people with grasp on zfs redundancy & willingness to accept the risk of SSDs with heavy use but enterprise endurance.
HerbManic 6mo ago
A moments silence for Memory stick... Yeah that should do it.
noobermin 6mo ago
Didn't OpenAI cancel a bunch of memory orders? Seems premature to announce this as there soon will be a glut of memory in the market.
- pulse7 6mo ago
  Source?
  - pjc50 6mo ago
    I've seen this going around on social media but not on reputable news sites. Coincidentally, the SK Hynix US IPO has been announced: https://www.reuters.com/world/asia-pacific/sk-hynix-files-confidentiality-2026-us-listing-2026-03-24/ https://www.reuters.com/world/asia-pacific/sk-hynix-files-co...
    - baq 6mo ago
      top signal if I've seen one
- zvqcMMV6Zcr 6mo ago
  I think that is misinformation caused by circular logic. DDR prices stopped risking, simply because supply reached equilibrium vs demand and willingness of customers to overpay. The Micron stock price also had minor correction. Suddenly internet is full of articles how it is all caused by TurboQuant release or OpenAI giving up on its huge wafer orders. Looks very similar like attempts to explain random crypto price changes with any (un)related news.
  - torginus 6mo ago
    Am I wrong that essentially what OpenAI tried to do is to short squeeze the memory market? What happens if they decide to dump all the stock they don't actually need anymore? Will half the memory industry run into the ground because of the oversupply means their current production is unsellable?
shevy-java 6mo ago
The AI corporations owe us money. I fail to see why we all have to pay more due to these greedy companies - they should pay us compensation money for driving up the prices here. In particular the US government is helping drive these prices up as well - not just due to AI situation, but also due to destroying part of the energy supply lines via its bombing of Iran as well as stock market manipulation. A mafia is pillaging all of us here.
- pllbnk 6mo ago
  How else will we be able to write these HN comments if data centers are not there to help us? By typing on our keyboards character by character? [1] [1]: https://x.com/sama/status/2033935276079510011 https://x.com/sama/status/2033935276079510011
bit1993 6mo ago
Is this how globalization ends?
ChrisArchitect 6mo ago
Previously: https://news.ycombinator.com/item?id=47565075 https://news.ycombinator.com/item?id=47565075
shiroiuma 6mo ago
No big loss here: Sony memory cards have always been massively overpriced.

82 points by methuselah_in 6mo ago

globular-toast 6mo ago

[flagged]

noobermin 6mo ago
Are heavily ironic posts still considered non-kosher for HN? It does seem times are changing.
- t0rt01se 6mo ago
  The word you seek is 'sarcastic'. The ever so slightly neuro-divergent don't do sarcarsm. Nor do linkedinlunatics.
  - clarionbell 6mo ago
    Please don't buy into that stereotype. People with aspergers are capable of getting sarcasm. Especially if it's over the top like this.
- skrebbel 6mo ago
  Only if they're not funny
  - fpoling 6mo ago
    It is more funny if one watched the original Total Recall.
- paganel 6mo ago
  They're a good way of verifying that they're not AI-slop, or not pro-AI slop, which I view as the same think, so I think that they should be embraced.
- globular-toast 6mo ago
  This is why "sort by controversial" is such a good feature of Reddit. If you're not offending half the people, is it really worth saying anything at all?
prerok 6mo ago
We can remember it for you, wholesale.
ares623 6mo ago
Who needs terabyte hard drives when all your photos can stored as plaintext prompts instead. Finally, the perfect storage format!
- pjc50 6mo ago
  There is actually some work on doing this; after all, an imagegen model is simply a very large number of images that have been compressed together. Given a stable model and a means of inferring a prompt for an image, you can then generate a base image and store compressed deltas on top of it. (of course the limit case of this is Samsung moon replacement)

tomalaci 6mo ago

I feel like all these hardware shortages will supercharge 2nd hand electronics and their refurbishing from repair specialists.

HerbManic 6mo ago
For many years I had been advocating for Linux distros to optimize for lower spec machines as their life times got extended. Best case, you head off potential hardware end of life, worst case you allow newer hardware to run more effciebtly. The latest shortage I didnt see coming, but it would have helped out regardless. Keeping old hardware going is vital nowadays, need to end the mind set of disposable goods.
iszomer 6mo ago
Might even bring back some value to those _westerners_ who are still hooked into the nostalgic scene -- have you made a trip to Akihabara district lately?
Havoc 6mo ago
2nd hand is up massively already. Built a ssd nas with eBay parts in mid 2025 and everything is up 100ish percent
- 20after4 6mo ago
  Only 100%? I'm seeing SSDs going for about 400% what I paid in 2024.
  - Havoc 6mo ago
    Old 2nd hand enterprise drives on ebay have seen pretty modest increases. Actually just went through my purchase history and its even lower than I thought. 37% inc versus May '25. Pretty niche crowd that is down for building a NAS out of drives that have had long lives already. Basically only people with grasp on zfs redundancy & willingness to accept the risk of SSDs with heavy use but enterprise endurance.

HerbManic 6mo ago

A moments silence for Memory stick... Yeah that should do it.

noobermin 6mo ago

Didn't OpenAI cancel a bunch of memory orders? Seems premature to announce this as there soon will be a glut of memory in the market.

pulse7 6mo ago
Source?
- pjc50 6mo ago
  I've seen this going around on social media but not on reputable news sites. Coincidentally, the SK Hynix US IPO has been announced: https://www.reuters.com/world/asia-pacific/sk-hynix-files-confidentiality-2026-us-listing-2026-03-24/ https://www.reuters.com/world/asia-pacific/sk-hynix-files-co...
  - baq 6mo ago
    top signal if I've seen one
zvqcMMV6Zcr 6mo ago
I think that is misinformation caused by circular logic. DDR prices stopped risking, simply because supply reached equilibrium vs demand and willingness of customers to overpay. The Micron stock price also had minor correction. Suddenly internet is full of articles how it is all caused by TurboQuant release or OpenAI giving up on its huge wafer orders. Looks very similar like attempts to explain random crypto price changes with any (un)related news.
- torginus 6mo ago
  Am I wrong that essentially what OpenAI tried to do is to short squeeze the memory market? What happens if they decide to dump all the stock they don't actually need anymore? Will half the memory industry run into the ground because of the oversupply means their current production is unsellable?

shevy-java 6mo ago

The AI corporations owe us money. I fail to see why we all have to pay more due to these greedy companies - they should pay us compensation money for driving up the prices here. In particular the US government is helping drive these prices up as well - not just due to AI situation, but also due to destroying part of the energy supply lines via its bombing of Iran as well as stock market manipulation. A mafia is pillaging all of us here.

pllbnk 6mo ago
How else will we be able to write these HN comments if data centers are not there to help us? By typing on our keyboards character by character? [1] [1]: https://x.com/sama/status/2033935276079510011 https://x.com/sama/status/2033935276079510011

bit1993 6mo ago

Is this how globalization ends?

ChrisArchitect 6mo ago

Previously: https://news.ycombinator.com/item?id=47565075 https://news.ycombinator.com/item?id=47565075

shiroiuma 6mo ago

No big loss here: Sony memory cards have always been massively overpriced.