4 ms·

Hoping all these DCs and AI whatnots turn out to be a flop, so that we’ll get plenty ddr5 at sale price :D

esskay 2mo ago
IIRC this wont be possible as a lot of them aren't being packaged on traditional DDR memory boards. They're being put on things like the MI350X. I'm sure there will be a ton of standard DDR5 sticks, but not so much from AI-only datacenters.
- cryo32 2mo ago
  Expecting a pivot back to transitional parts if it goes bang.
- inigyou 2mo ago
  China has a cottage industry around taking apart circuit boards and reusing the chips in unexpected ways. That's how you get desktop MBs with soldered laptop CPUs. HBM and DDR aren't compatible as far as I'm aware, but they might be able to do something. Maybe they'll invent a converter chip.
- embedding-shape 2mo ago
  > this wont be possible as a lot of them aren't being packaged on traditional DDR memory boards. They're being put on things like the MI350X Even better, looking forward to having hardware like that at home for "cheap" in the future, compared to what it costs right now :)
  - undersuit 2mo ago
    The MI350X has a 1000W TDP. Maybe I'd use it in the winter.
    - embedding-shape 2mo ago
      My workstation is 1600W TDP and my office does get a bit cold in the winter, so it would do just fine next to us :)
- NekkoDroid 2mo ago
  > They're being put on things like the MI350X. Maybe we can get a few MI350P's out of that then :) Surely it will be easy to do :clueless: On a more serious note, I do wonder if it would theoretically be possible to put HBM on something like CAMM instead of regular DDR? I have not done any research on this.
hinata08 2mo ago
even if they're a flop, you'll be told they're too big to fail. And now, you have to bail them out and buy their HBM instead of paying for your RAM I hope that China makes up for the capacity that RAM producers are not willing to produce, so that the latter are sent back to the past (with no bailout nor protectionism)
- catlikesshrimp 2mo ago
  You hope you and I will depend more on China? That won't fix any unbalanced market, it will move you another step towards a vertical structure..
  - ksbd-pls-finish 2mo ago
    It's better than depending on the US at least.

IIRC this wont be possible as a lot of them aren't being packaged on traditional DDR memory boards. They're being put on things like the MI350X. I'm sure there will be a ton of standard DDR5 sticks, but not so much from AI-only datacenters.

cryo32 2mo ago
Expecting a pivot back to transitional parts if it goes bang.
inigyou 2mo ago
China has a cottage industry around taking apart circuit boards and reusing the chips in unexpected ways. That's how you get desktop MBs with soldered laptop CPUs. HBM and DDR aren't compatible as far as I'm aware, but they might be able to do something. Maybe they'll invent a converter chip.
embedding-shape 2mo ago
> this wont be possible as a lot of them aren't being packaged on traditional DDR memory boards. They're being put on things like the MI350X Even better, looking forward to having hardware like that at home for "cheap" in the future, compared to what it costs right now :)
- undersuit 2mo ago
  The MI350X has a 1000W TDP. Maybe I'd use it in the winter.
  - embedding-shape 2mo ago
    My workstation is 1600W TDP and my office does get a bit cold in the winter, so it would do just fine next to us :)
NekkoDroid 2mo ago
> They're being put on things like the MI350X. Maybe we can get a few MI350P's out of that then :) Surely it will be easy to do :clueless: On a more serious note, I do wonder if it would theoretically be possible to put HBM on something like CAMM instead of regular DDR? I have not done any research on this.

hinata08 2mo ago

even if they're a flop, you'll be told they're too big to fail. And now, you have to bail them out and buy their HBM instead of paying for your RAM I hope that China makes up for the capacity that RAM producers are not willing to produce, so that the latter are sent back to the past (with no bailout nor protectionism)

catlikesshrimp 2mo ago
You hope you and I will depend more on China? That won't fix any unbalanced market, it will move you another step towards a vertical structure..
- ksbd-pls-finish 2mo ago
  It's better than depending on the US at least.