this post was submitted on 07 Nov 2026
410 points (99.3% liked)

Technology

89639 readers
2604 users here now

This is a most excellent place for technology news and articles.

Our Rules

  1. Follow the lemmy.world rules.
  2. Only tech related news or articles.
  3. Be excellent to each other!
  4. Mod approved content bots can post up to 10 articles per day.
  5. Threads asking for personal tech support may be deleted.
  6. Politics threads may be removed.
  7. No memes allowed as posts, OK to post as comments.
  8. Only approved bots from the list below, this includes using AI responses and summaries. To ask if your bot can be added please contact a mod.
  9. Check for duplicates before posting, duplicates may be removed
  10. Accounts 7 days and younger will have their posts automatically removed.

Approved Bots

founded 3 years ago
MODERATORS
L3s@lemmy.world
enu@lemmy.world
technopagan@lemmy.world
L4s@lemmy.world
L3s@hackingne.ws
410
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
64 comments fedilink hide all child comments
you are viewing a single comment's thread
view the rest of the comments
[โ€“] tal@lemmy.today 1 points 3 days ago (1 children)

Silicon allocation?

[โ€“] r3tr0_97@ani.social 1 points 2 days ago* (last edited 2 days ago)

I mean, at the end of the day the same fabs that build "normal RAM" are going to be the ones to build NNM, so as NNM has higher margins, they would opt for more NNM production, and the problem still wouldn't be solved, as instead of using HBM, they'd use NNM, while at the same time, consumer RAM wouldn't be as much produced.

I think that the best thing for us consumers is a unified standard, that both consumers and AI-centered compute can utilize, as in that way, there would be just one type of RAM needed to be built for everyone, but even then, it wouldn't be really good, as the demand for this ideological unified RAM would have price through the roof since its demand would come from AI, so I really have no clue what would be a good solution for RAMpocalypse.

Or maybe, if you still want to have NNM, another possibility is to create entirely new companies, that are independent from the established RAM suppliers. Maybe in this way it could work, but I could be huffing too much hopium here...