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← The rush to build high-bandwidth memory starves ordinary DRAM and NAND…
17 connected korrents · 14 moments from 3 Jan 2024 to 5 Oct 2026.
Everything filed under semiconductors
semiconductors
Everything filed under data centers
data centers
Everything filed under China
China
Everything filed under Japan
Japan 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 rush to build high-bandwidth memory starves ordinary DRAM and NAND of capacity, so AI demand tightens the memory markets it never touches. 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: The memory crunch will make ordinary phones and computers worse year on year, and that is why the public will come to hate AI more. — tap to centre the map on it The memory crunch will make ordinary phones and computers worse year on year, and that is why the public will come to hate AI more. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: High-bandwidth memory costs roughly twice the capital per bit that ordinary DRAM does, because its dies are twice the size. — tap to centre the map on it High-bandwidth memory costs roughly twice the capital per bit that ordinary DRAM does, because its dies are twice the size. Last stated 3 years ago
3 Mar 2024
DO
Doug O'Laughlin — holds since 2024-03-03 — tap for who they are
Same subject: 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. — tap to centre the map on it 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: What an accelerator needs from memory is bandwidth per unit of chip edge, and on that measure ordinary DRAM is an order of magnitude behind HBM. — tap to centre the map on it What an accelerator needs from memory is bandwidth per unit of chip edge, and on that measure ordinary DRAM is an order of magnitude behind HBM. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: The faster AI progresses, the better NVIDIA does, so a shock like DeepSeek should expand its market rather than shrink it. — tap to centre the map on it The faster AI progresses, the better NVIDIA does, so a shock like DeepSeek should expand its market rather than shrink it. Last stated 2 years ago
3 Feb 2025
NL
Nathan Lambert — holds since 2025-02-03 — tap for who they are
Same subject: Falling back to older 7-nanometre chips would not rescue AI compute, because the real gap between chip generations is twentyfold, not the threefold the flops suggest. — tap to centre the map on it Falling back to older 7-nanometre chips would not rescue AI compute, because the real gap between chip generations is twentyfold, not the threefold the flops suggest. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry. — tap to centre the map on it There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry. Last stated 9 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — tap for who they are
Same subject: The binding constraints on AI's growth are power, helium and memory — and almost nobody has noticed the helium one. — tap to centre the map on it The binding constraints on AI's growth are power, helium and memory — and almost nobody has noticed the helium one. 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 data centre earns its county far more tax revenue per gallon of water than a golf course does. — tap to centre the map on it A data centre earns its county far more tax revenue per gallon of water than a golf course does. Last stated a year ago
11 Oct 2025
AM
Andy Masley — holds since 2025-10-11 — tap for who they are
Same subject: A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building. — tap to centre the map on it A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building. Last stated 3 years ago
18 Apr 2024
AV
Austin Vernon — holds since 2024-04-18 — tap for who they are
Same subject: A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system. — tap to centre the map on it A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system. Last stated 3 years ago
18 Apr 2024
AV
Austin Vernon — holds since 2024-04-18 — 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 2 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
At the centre
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 Read this korrent →
The memory crunch will make ordinary phones and computers worse year on year, and that is why the public will come to hate AI more.
Holds
High-bandwidth memory costs roughly twice the capital per bit that ordinary DRAM does, because its dies are twice the size.
Holds
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
What an accelerator needs from memory is bandwidth per unit of chip edge, and on that measure ordinary DRAM is an order of magnitude behind HBM.
Holds
The faster AI progresses, the better NVIDIA does, so a shock like DeepSeek should expand its market rather than shrink it.
Holds
Falling back to older 7-nanometre chips would not rescue AI compute, because the real gap between chip generations is twentyfold, not the threefold the flops suggest.
Holds
There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry.
Holds
The binding constraints on AI's growth are power, helium and memory — and almost nobody has noticed the helium one.
Holds
A data centre earns its county far more tax revenue per gallon of water than a golf course does.
Holds
A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building.
Holds
A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system.
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