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GUGuB-42gisteren
The title sounds to me like: I am going to spend $1000 in groceries and dance lessons. That is, two very different things lumped together.
Memory chips are like groceries, essential commodity parts, a no-nonsense investment. Humanoid robots are like dance lessons, it is cool, it is sexy, and it may pay off in the future, but the value is much less certain.
WHwhatever1gisteren
I wonder how Germany missed the semi manufacturing train? They had literally everything: universities, manufacturing culture, expertise and supporting supply chains, cash.
I forgot, they also had ASML, freaking next door!
BWbwfan123gisteren
> $585B on new fabs,
This is how overcapacity happens in a commodity. The is a rush to expand capacity to meet demand, and there will be overshoot. I hope these factories are built quickly so the memory crunch eases.
DOdolebirchwoodgisteren
Why humanoid? Surely there must be a superior physical form factor than one mimicking human anatomy. Is it just supposed to be more psychologically acceptable?
KSksecgisteren
>The most costly of the megaprojects involves a commitment by Samsung and SK Hynix of $585 billion to build new chip fabrication plants..... The government’s goal is to double South Korea’s production of dynamic random-access memory (DRAM) within five years.
"Double"
I was wondering about that $585B number only to read they plan to Double the capacity. The two firm together is nearly 70% of the current DRAM market supply. I guess we are really going into an era where future Phone and PC will have 16GB as minimum, possibly more.
Even if the market are back to normal, that is doubling the revenue. The current AI scale and Cloud infrastructure buildout is simply beyond what I could comprehend.
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The title sounds to me like: I am going to spend $1000 in groceries and dance lessons. That is, two very different things lumped together. Memory chips are like groceries, essential commodity parts, a no-nonsense investment. Humanoid robots are like dance lessons, it is cool, it is sexy, and it may pay off in the future, but the value is much less certain.
I wonder how Germany missed the semi manufacturing train? They had literally everything: universities, manufacturing culture, expertise and supporting supply chains, cash. I forgot, they also had ASML, freaking next door!
> $585B on new fabs, This is how overcapacity happens in a commodity. The is a rush to expand capacity to meet demand, and there will be overshoot. I hope these factories are built quickly so the memory crunch eases.
Why humanoid? Surely there must be a superior physical form factor than one mimicking human anatomy. Is it just supposed to be more psychologically acceptable?
>The most costly of the megaprojects involves a commitment by Samsung and SK Hynix of $585 billion to build new chip fabrication plants..... The government’s goal is to double South Korea’s production of dynamic random-access memory (DRAM) within five years. "Double" I was wondering about that $585B number only to read they plan to Double the capacity. The two firm together is nearly 70% of the current DRAM market supply. I guess we are really going into an era where future Phone and PC will have 16GB as minimum, possibly more. Even if the market are back to normal, that is doubling the revenue. The current AI scale and Cloud infrastructure buildout is simply beyond what I could comprehend.