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AlotOfReadinglast Saturday at 2:20 AM1 replyview on HN

DRAM is one of the categories of advanced semiconductors that the US considers important enough to national security that exporting it to China is forbidden. It's a fundamental industrial product.


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roenxilast Saturday at 3:12 AM

Yeah. Companies like OpenAI need a lot of RAM. That is why they just bought up what is apparently a material chunk of the market.

There is a certain level of crazy that crowds can find when people identify something as a fundamental industrial product critical to national security and simultaneously someone is calling for companies buying a lot of it [0] to be made illegal. If something is critically important to industry then companies should be encouraged to dump as much money as they like in the sector. Otherwise industry will suffer.

[0] And OpenAI is probably going to turn out to be closely associated with US national security too.

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