Ostfriesentee

Well, shit. So much for that. Is that even legal?

Another source with same info…

https://www.heise.de/en/news/Micron-sets-high-memory-prices-for-5-years-11344834.html

The decision to build the new Boise fab in question (to start production in 2027) was made in September 2022. ChatGPT was made available to the public in November 2022. The new fab is likely not a response to significantly increased demand at the time but an investment made in expectation of increased demand (GPT-4 could already be tested in 2020, maybe they foresaw the LLM hype). They make DRAM. Isn’t it likely that prices are going to drop once production starts at the new fab?

https://investors.micron.com/news-releases/news-release-details/micron-invest-15-billion-new-idaho-fab-bringing-leading-edge

Micron has been building a new fab in Boise which is set to output RAM starting 2027, no?

https://www.kivitv.com/southeast-boise/everything-you-need-to-know-about-microns-massive-boise-manufacturing-expansion

Apparently another fab is planned already.

https://investors.micron.com/news-releases/news-release-details/micron-announces-groundbreaking-historic-new-york-megafab

Infineon is also looking to expand production, if I understand correctly, though RAM may not be their main thing.

https://www.stern.de/gesellschaft/regional/sachsen/chipindustrie--halbleiterproduktion--infineon-ist--ready--fuer-wachstum-37531970.html

I’m certain a lot of bot farms by competitors are involved in spreading Valve hate. And this is happening to other companies, as well. Obviously, this is hard to prove so it’s just speculation, but if I were a competitor (and an asshole) I would certainly try to manipulate public opinion using the tools at my disposal. LLMs make this kind of stuff easy enough. And we know that many many bots lurk around everywhere.

Especially since Valve is a major promoter of Linux with Proton, I could see Microsoft not being too happy with them.

Dreaming about Pipe RAM by Valve.

Can’t wait for the LLM bubble to pop and have RAM and SSDs become dirt cheap for at least a short time. I believe that other AI-related applications (machine learning, visual recognition, OCR etc. for robots/drones) are more practical and have good use cases but LLM companies themselves are certainly overvalued.