this post was submitted on 07 Nov 2026
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TSMC is apparently considering getting into the RAM business at the request of Nvidia. (www.theverge.com)
submitted 3 days ago by GolfFoxtrotLima@sh.itjust.works to c/technology@lemmy.world
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[–] ignirtoq@feddit.online 6 points 3 days ago (3 children)

The kind of memory the current manufacturers are focusing on is specialized for data-center-grade GPUs. These GPUs are insanely power-hungry and require data-center-grade cooling. When the bubble pops and data centers go under, you're not going to see consumer-grade RAM flood the market. So if TSMC wants to enter the market conservatively with the assumption the AI surge will not last, going into the consumer RAM side would be a better bet.

[–] belochka@lemmy.world 1 points 2 days ago

Compared to today the PCs of 1999 were extremely power-hungry, and cooling was not so simple too.

I suppose those who want that compute could start making such home farms. That might not be everyone and their dog, but if such a gigantic supply increase occurs, it might make sense for a while.

Which could also be the real business model of big AI companies, to stockpile the resource that's going to be very expensive when the demand raises due to popularization of local AI.

OK.

[–] dan@upvote.au 1 points 3 days ago

There's a lot of regular RAM in the servers too though, since the servers can't operate entirely from VRAM.