Data centers will consume 70 percent of memory chips made in 2026 - supply shortfall will cause the chip shortage to spread to other segments | Tom's Hardware
Data centers will consume 70 percent of memory chips made in 2026 - supply shortfall will cause the chip shortage to spread to other segments | Tom's Hardware

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You don’t think China sees the vacuum left from the current players exiting consumer markets? The protectionism playbook that the US has run is catching up to bite us in the ass, which will be accelerated now that China has EUV.
That and I expect used enterprise hardware to continue to be sold. I have an old hotel check-in computer as my current router running OPNSense.
China “has EUV” lithography in the same way ASML had it in 2001:
ASML built its first working prototype of EUV technology in 2001, and told Reuters it took nearly two decades and billions of euros in R&D spending before it produced its first commercially-available chips in 2019.
They are still an awful long way behind the west in this regard.
I have multiple Reolink cameras and can recommend them. Everything can run completely locally with their app and the cameras blocked in the firewall while recording to a SD card. You can let the cameras connect to their servers for push notifications and remote access if you like (I unblock them in the firewall sometimes if I’m going to be away and want to access them).
The cameras have onboard ML that can detect humans, cars, pets, and motion, and it’s fully possible to leverage those events in HA, making a something like Frigate and a Coral TPU unnecessary.
Personally, I just use them with the app, as well as RTSP streams from VLC, though I did have local push notifications setup with HA in the past for human detection from my Reolink doorbell.
I haven’t yet seen where use of AI hasn’t made things worse.
Agents: Every instance of AI for “customer service” I’ve run into basically just closed cases for invalid reasons, spouted bullshit, and was used to block interacting with a real human, trapping users in infinite loops (thanks eBay) or disconnecting on them (thanks PayPal)
Security: M365 seems to be relying heavily on this now, which means that the same phishing email which was successfully blocked last week will randomly get through a few times this week for no apparent reason
*Coding: sometimes useful, but also points to do stuff like reference functions that don’t actually exist in the API/language being used
So when that happens… Is there gonna be like a memory auction? Will I have to buy a whole ai training rig just to get the RAM?
I’ll just take your best guess.
Data centers will consume…
No, data centers that are slated to be built say they’ll consume. If they don’t get built because they run out of funding or the bubble bursts, then they won’t consume. They’re trying really fucking hard to make fetch happen.
They’re trying really fucking hard to make fetch happen.
Which is dumb because neofetch, fastfetch, hyfetch, and uwufetch all already exist!
Warning: spoiler
spoilerNo
They’re using the new SOCAMM standard, which current consumer hardware can’t use.
It’s a different physical interface.
Whether it will end up coming to consumer grade motherboards… 🤷♂️
Yeah and the e-waste centers will clean up the hardware and resell it.
It’ll be a flood into the market. Supply and demand and all that.