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← The reason we cannot simply make more memory is that there is nowhere…
17 connected korrents · 17 moments from 12 Jun 2017 to 5 Oct 2026.
Everything filed under semiconductors
semiconductors
Everything filed under China
China
Everything filed under permitting
permitting
Everything filed under America
America
Everything filed under Japan
Japan
Everything filed under data centers
data centers Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: The reason we cannot simply make more memory is that there is nowhere to put the tools, and a fab takes two years to build. The reason we cannot simply make more memory is that there is nowhere to put the tools, and a fab takes two years to build. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: The rush to build high-bandwidth memory starves ordinary DRAM and NAND of capacity, so AI demand tightens the memory markets it never touches. — tap to centre the map on it The rush to build high-bandwidth memory starves ordinary DRAM and NAND of capacity, so AI demand tightens the memory markets it never touches. Last stated 3 years ago
3 Mar 2024
DO
Doug O'Laughlin — holds since 2024-03-03 — tap for who they are
Same subject: Chips made on older process nodes have to get more expensive, because a new fab cannot make money selling at prices a fully depreciated fab set. — tap to centre the map on it Chips made on older process nodes have to get more expensive, because a new fab cannot make money selling at prices a fully depreciated fab set. Last stated a year ago
4 Sept 2025
DO
Doug O'Laughlin — holds since 2021-11-22 — tap for who they are
DO
Doug O'Laughlin — no longer holds since 2025-09-04 — tap for who they are
Same subject: The chip industry split into fabless designers and a handful of foundries because fabs got too expensive to own, not because anyone chose that structure. — tap to centre the map on it The chip industry split into fabless designers and a handful of foundries because fabs got too expensive to own, not because anyone chose that structure. Last stated 2 years ago
3 May 2024
BP
Brian Potter — holds since 2024-05-03 — tap for who they are
Same subject: The United States is currently building chip fabs and new energy production more slowly than other countries. — tap to centre the map on it The United States is currently building chip fabs and new energy production more slowly than other countries. Last stated a year ago
23 Sept 2025
SA
Sam Altman — holds since 2025-09-23 — tap for who they are
Same subject: The world can make roughly 200 gigawatts of AI chips a year by 2030, which makes a gigawatt a week a plausible quarter of the market rather than a fantasy. — tap to centre the map on it The world can make roughly 200 gigawatts of AI chips a year by 2030, which makes a gigawatt a week a plausible quarter of the market rather than a fantasy. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: Hundreds of billions of dollars of AI value rest on about a billion dollars of lithography tooling that cannot be scaled quickly. — tap to centre the map on it Hundreds of billions of dollars of AI value rest on about a billion dollars of lithography tooling that cannot be scaled quickly. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: Chipmakers are consolidating into a few strategically important firms, so a fab is now a geopolitical asset rather than an industrial one. — tap to centre the map on it Chipmakers are consolidating into a few strategically important firms, so a fab is now a geopolitical asset rather than an industrial one. Last stated 5 years ago
22 Nov 2021
DO
Doug O'Laughlin — holds since 2021-11-22 — tap for who they are
Same subject: Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways. — tap to centre the map on it Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways. Last stated 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: A country is primarily for its native people — tap to centre the map on it A country is primarily for its native people Last stated a year ago
15 Sept 2025
DH
David Heinemeier Hansson — holds since 2025-09-15 — tap for who they are
Same subject: American shipyards are unproductive rather than expensive: their workers are paid about what Korean and Japanese shipyard workers are paid. — tap to centre the map on it American shipyards are unproductive rather than expensive: their workers are paid about what Korean and Japanese shipyard workers are paid. Last stated 3 years ago
3 Jan 2024
AV
Austin Vernon — holds since 2024-01-03 — tap for who they are
Same subject: Chinese pop culture will not experience an absolute flowering like 90s Japan because CCP censorship makes it boring — tap to centre the map on it Chinese pop culture will not experience an absolute flowering like 90s Japan because CCP censorship makes it boring Last stated 3 weeks ago
5 Oct 2026
NS
Noah Smith — holds since 2026-10-05 — tap for who they are
Same subject: A Chinese crewed landing on the Moon before America returns would be a defeat for the free world. — tap to centre the map on it A Chinese crewed landing on the Moon before America returns would be a defeat for the free world. Last stated 2 months ago
18 Aug 2026
CH
Casey Handmer — holds since 2025-10-31 — tap for who they are
EB
Eric Berger — holds since 2026-08-18 — tap for who they are
Same subject: A continental army's first mission is to keep the regime in power, not to defend the border — which is what the People's Liberation Army is for. — tap to centre the map on it A continental army's first mission is to keep the regime in power, not to defend the border — which is what the People's Liberation Army is for. Last stated 4 months ago
9 Jun 2026
SP
Sarah Paine — holds since 2026-06-09 — tap for who they are
Same subject: A country cannot fund its own industrial strategy and call the same policy cheating when China does it. — tap to centre the map on it A country cannot fund its own industrial strategy and call the same policy cheating when China does it. Last stated a year ago
15 May 2025
HR
Hannah Ritchie — holds since 2025-05-15 — tap for who they are
Same subject: A healthy attitude may be to assume a rule had a reason but default to removing it, since situations might change. — tap to centre the map on it A healthy attitude may be to assume a rule had a reason but default to removing it, since situations might change. Last stated a month ago
20 Sept 2026
AR
Armin Ronacher — holds since 2026-09-20 — tap for who they are
Same subject: A neighbourhood redevelops itself when rising land values meet permission to build more intensely, and it stagnates when either half is missing. — tap to centre the map on it A neighbourhood redevelops itself when rising land values meet permission to build more intensely, and it stagnates when either half is missing. Last stated 9 years ago
12 Jun 2017
CM
Charles Marohn — holds since 2017-06-12 — tap for who they are
Same subject: Certification, not engineering, is what gates revenue for a new aircraft company. — tap to centre the map on it Certification, not engineering, is what gates revenue for a new aircraft company. Last stated 4 years ago
30 Jan 2023
ED
Eli Dourado — holds since 2023-01-30 — tap for who they are
At the centre
The reason we cannot simply make more memory is that there is nowhere to put the tools, and a fab takes two years to build.
Holds Read this korrent →
The rush to build high-bandwidth memory starves ordinary DRAM and NAND of capacity, so AI demand tightens the memory markets it never touches.
Holds
Chips made on older process nodes have to get more expensive, because a new fab cannot make money selling at prices a fully depreciated fab set.
No longer holds
The chip industry split into fabless designers and a handful of foundries because fabs got too expensive to own, not because anyone chose that structure.
Holds
The United States is currently building chip fabs and new energy production more slowly than other countries.
Holds
The world can make roughly 200 gigawatts of AI chips a year by 2030, which makes a gigawatt a week a plausible quarter of the market rather than a fantasy.
Holds
Hundreds of billions of dollars of AI value rest on about a billion dollars of lithography tooling that cannot be scaled quickly.
Holds
Chipmakers are consolidating into a few strategically important firms, so a fab is now a geopolitical asset rather than an industrial one.
Holds
Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways.
Holds
A country is primarily for its native people
Holds
American shipyards are unproductive rather than expensive: their workers are paid about what Korean and Japanese shipyard workers are paid.
Holds
Chinese pop culture will not experience an absolute flowering like 90s Japan because CCP censorship makes it boring
Holds
A Chinese crewed landing on the Moon before America returns would be a defeat for the free world.
Holds
A continental army's first mission is to keep the regime in power, not to defend the border — which is what the People's Liberation Army is for.
Holds
A country cannot fund its own industrial strategy and call the same policy cheating when China does it.
Holds
A healthy attitude may be to assume a rule had a reason but default to removing it, since situations might change.
Holds
A neighbourhood redevelops itself when rising land values meet permission to build more intensely, and it stagnates when either half is missing.
Holds
Certification, not engineering, is what gates revenue for a new aircraft company.
Holds