This is extremely serious for economic bubble.
Orders for datacenter AI chips exceed supply, and more high end/other memory per TSMC wafer is further nightmare. This is likely to mean higher prices per token for datacenter buyers, and higher prices for users/model renters, and much slower demand growth and AI progress. It also means long delays for datacenters, and better black market (China, higher than MSRP diversions from contracted deliveries).
I’m not sure if affects phone/lpddr soldered memory, but tsmc is going to charge more for phone chips too. This can cause whole consumer/business computing market to collapse. Return of older generation designs on underused process nodes will give little reason to upgrade, and still overcharge. This can be an opening for China exports of competing products that were not possible at low/reasonable ram/tsmc prices/availability, where even if China has difficulty achieving best yields, it’s still profitable to invest/expand aggressively, that discourages US/western colonies from investing.
This race to give the US Skynet, for stronger political control/social credit/surveillance of Americans, can make a bubble in everything else, and accelerate financial collapse, all the while making the goal impossible to achieve and forcing China to become stronger/more resilient, with greater share of global computing supply.
Didn’t OpenAI just sign a deal with Samsung and SK Hynix to consume 40% of the worlds DRAM wafer supply for the foreseeable future.
This is a natural consequence of sucking up all the oxygen.
Fucking AI bubble…
If the bubble pops though, it means the market is going to get flooded.
With enterprise grade LLM Hardware.
Now, if you dont intend on soldering 128 Gigs of dram on your rtx 2080, its not gonna be a big advantage to you
Oh good, another shortage. Just what we all need right now.
Big opportunity coming for emerging players in the GPU market.
What emerging players? You can’t just whip up a competitive GPU in a jiffy, even if you have Intel money.
Also, unless they are from a different planet that has its own independent supply chain, they’d have to deal with the very same memory shortage and the very same foundries that are booked out for years.
Chinese emerging players who are shut out from tsmc/taiwan/ROK chips and memory sources.
