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Animatstoday at 8:24 PM4 repliesview on HN

Wow. They're not selling off the business, they're totally exiting it.

This is a big loss. Crucial offered a supply chain direct from Micron. Most other consumer DRAM sources pass through middlemen, where fake parts and re-labeled rejects can be inserted.


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walterbelltoday at 8:58 PM

Should countries have a upper limit on the ratio of server:client memory supply chain capacity? If no one can buy client hardware to access the cloud, how would cloud providers survive after driving their customers to extinction?

It shouldn't be possible for one holding company (OpenAI) to silently buy all available memory wafer capacity from Samsung and SK Hynix, before the rest of civilization even has the opportunity to make a counteroffer.

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neilvtoday at 9:07 PM

I wonder why they didn't pull a GE, and sell/license the brand. But I'm glad they didn't.

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LargoLasskhyfvtoday at 10:24 PM

There is KLEVV, the outlet of SK Hynix. They are crass!

https://www.klevv.com/ken/main

And don't forget about https://www.nanya.com/en/

While I never had a problem with https://semiconductor.samsung.com/dram/module/ , I think they will be rare/more expensive now, or 'soonish'.

For chinese CXMT and YMTC there is https://www.biwintech.com/

We live in interesting times!

(Cackling madly...)

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