At the beginning of William Gibson’s Neuromancer, the protagonist is trying to sell 3 MB of RAM in underground markets. This is often cited as one of the ways the book has not aged well. But, looking at the direction of the memory market now… maybe we just haven’t gotten there yet.
ecshafer 2 hours ago [-]
Early computer scientists were so optimistic. They beleives with a few kh of ram and a mhz of cpu they could do anything. Ai, consciousness, ml, language, text to speech. Now we spend gigs of ram on web forms. So gibson saying yeay 3MB of ram would probably be enough for a consciousness in cyber space, is very optimistic but fitting.
dfedbeef 1 hours ago [-]
3MB of RAM but 120PB of storage. Sure you're paging a lot but
jonathanlydall 2 hours ago [-]
Memory in particular is something that I've reflected on more than once as having the most impressive gains in computing since I started paying attention to it (networking/USB too, but that doesn't make your computer "faster" in the same way).
I remember being able to borrow a computer from somewhere when Diablo II had just come out in 2000 which had a 450Mhz Pentium III and 64 MB of RAM. 64MB of RAM was probably mid-tier at the time, i.e. very much not a given. As I recall Diablo II recommended 64MB for single player and 128MB for multiplayer (or above 4 players or something).
The computer I'm writing this on has 64 GB of RAM, 1024 times as much. By comparison I have a 20-core Intel CPU with up-to 3GHz speed or somewhere around there, even pretending each core could run at that max speed simultaneously (which they can't), that's only 133-times as much CPU power.
Maybe the NVMe read times are as/more significant than memory size increase, but the metrics on them isn't quite as front and center on PC specs as memory and CPU.
Hard drive capacity similarly impressive as RAM in terms of size (was apparently 10-30GB in 2000), but I don't have a 10TB hard disk as I don't need one that big (1TB is plenty for me), so again it's not as impactful to me as memory.
pedrocr 1 hours ago [-]
> The computer I'm writing this on has 64 GB of RAM, 1024 times as much. By comparison I have a 20-core Intel CPU with up-to 3GHz speed or somewhere around there, even pretending each core could run at that max speed simultaneously (which they can't), that's only 133-times as much CPU power.
Over that time CPUs have also increased their instructions per clock by 3 to 4 times, so the comparison is a bit closer than that. 5Ghz in CPUs is also common these days which would make it even closer. RAM has also improved in more than just total size though.
deeringc 9 minutes ago [-]
I completely agree. With everything from Out-Of-Order execution, deep pipelines, SIMD, huge CPU cache, etc... I would be surprised if the performance increase is not considerably more than 1024x.
eightysixfour 22 minutes ago [-]
> The computer I'm writing this on has 64 GB of RAM, 1024 times as much. By comparison I have a 20-core Intel CPU with up-to 3GHz speed or somewhere around there, even pretending each core could run at that max speed simultaneously (which they can't), that's only 133-times as much CPU power.
This nerd sniped me a bit. Your calculation on the amount of CPU power is too low, because of the change in IPC, but for the things we have benchmarks for, it isn't multiple orders of magnitude off like I expected. Looking at Cinebench 2003, prime95, and a few other benches, I get somewhere between 300x and 850x faster for the modern CPU over the Pentium 3.
For me, the biggest change in performance in my life was going from spinning disks to SSDs. That change felt bigger than any other leap by a long shot.
thewebguyd 32 minutes ago [-]
> Maybe the NVMe read times are as/more significant than memory size increase
This was the most impactful upgrade/breakthrough for me. The first time I put even a SATA SSD in my PC at home I was completely blown away. It still blows my mind somewhat the amount of compute I have sitting on my desk though, both in terms of memory and CPU/GPU power, but that move from spinning rust to solid state was huge.
Then Apple did to me again with the M1 launch and NVMe speeds that made swapping nearly imperceptible.
longitudinal93 5 minutes ago [-]
Me too. I distinctly remember saying that I would never own a non-solid state boot drive again.
Keyframe 15 minutes ago [-]
that's only 133-times as much CPU power
akshually, it's also more closer to 500-1,000x. You can't look at clock speed only. Processor architecture makes all the difference. Pipelining, SIMD, memory bandwidth, blablala, everything got way better. Better approximation would be to use something like a synthetic benchmark or just (theoretical) FLOPS of each.
That is a pretty nitpicking reason to say it has not aged well. Hamlet doesn’t have cell phones yet I think it’s an excellent play. Even though a quick FaceTime would’ve averted a tragedy.
craftkiller 59 minutes ago [-]
So many plots in Seinfeld would have been trivially solved with cellphones. Get separated in the parking garage? Call each other. Need help carrying an armoire? Call each other. Trying to meet up at the movie theater? Call each other.
mrweasel 9 minutes ago [-]
You still see this in many newer movies. If they are set in the present step one is "oh no, we have no cell service". There are so many movies and TV shows where the plot doesn't work if you have cell service or internet access.
arijun 44 minutes ago [-]
Hamlet is set in (what is currently) the past. It is self consistent. Neuromancer is set partially in the future, and partially what is our past. The inconsistency is what throws people. It can be a good book, but people might still find those elements jarring.
soiltype 53 minutes ago [-]
Hamlet is not a science-fiction story set in the future.
This is a shockingly ill thought-out comment tbh. I don't want to assumr you're an LLM, perhaps we can blame morning grogginess.
nullstyle 41 minutes ago [-]
Ah, and we now see casual bigotry emerging from the anticlanker crowd. What a shame.
cliglot 20 minutes ago [-]
Why don’t you go cry about it on Tumblr, you PC bitch
ewild 22 minutes ago [-]
Is this ironic are we actually calling shit talking llms bigotry?
nullstyle 21 minutes ago [-]
no, we're talking shit about people who express their bigotry with anticlanker sentiment, calling humans (whom they disagree with) llms.
gchamonlive 25 minutes ago [-]
Can't you just read "3 MB of RAM" as a large amount of some scarce tech resource and move on?
What if you got a on-chip compression algorithm so advanced that you can fit a world in a few MB and now with corporations controlling memory distribution, 3MB of high compression memory is highly valuable in the black market.
mNovak 24 minutes ago [-]
If I recall correctly, Gibson had never even used a computer at the time of writing Neuromancer, so that's perhaps not shocking.
moomoo11 20 minutes ago [-]
this is my issue with cyberpunk “literature”
it’s a genre written by people who barely understand technology and consumed by even more luddite types.
it’s all uninformed fear mongering
bartread 57 minutes ago [-]
It's funny... I enjoyed Neuromancer, although I didn't read it until about 15 years ago.
And, yeah, the memory thing hasn't aged well. Thing is, 1984 was a funny time in computing, particularly when you consider the kind of computers normal people had access to.
At that point even things like PCs and the new Mac had 128 or 256K of RAM[0], so I get that 3MB must have seemed like an ocean of memory at the time. And, realistically, more than 1MB of RAM in machines you'd typically see sat at home or on a desktop was uncommon until the beginning of the 1990s.
And, although Moore's law had been around since 1965 it's hard to know how aware people outside of specialist circles would have been of it in 1984.
I suppose Gibson must have done some pretty in depth research for Neuromancer, right? But the memory thing is sort of ancillary to the story, so how much would he really have focussed on that? Probably not much.
And then do you really want to harshly judge the book on that one slightly laughable thing, in other ways, it was incredibly forward looking and almost prophetic? Doesn't seem right.
I think the sensible position is you have to let it slide and see it as a possible alternative future that never quite came to pass in that way but that which we can see strong echoes and foreshadowings of even still.
[0] In 1984 microcomputers, as opposed to, cough, "serious" computers like the PC and Mac, with 128K of RAM were still very new, with 32 - 64K being the entry level, and if you had one with 128K you were king of the hill. 128K in 1984 seemed like a ton of memory to most of us, but it's worth bearing in mind that only a handful of years before computers like the ZX81, which had only 1K of RAM, were the common entry level, so the progression was already clear if you looked at the situation in the right way, but you had to have been paying attention for a while to have noticed. I remember the first time I used a machine with 4MB of RAM in, maybe, 1990 - an Archimedes at school - and feeling like it was just this absolutely inexhaustible ocean of memory. In 1984 3MB would have felt almost inconceivably huge unless you were in the high performance computing, or maybe the mainframe, worlds.
nottorp 54 minutes ago [-]
> But then Gibson must have done some pretty in depth research for Neuromancer, right?
Isn't he on record that his documentation was listening to techies talking shop in bars?
> And then do you really want to harshly judge the book on that one slightly laughable thing about memory when, in other ways, it was incredibly forward looking and almost prophetic.
He seems to understand humans. Gibson's world and Brunner's Stand on Zanzibar are imo the most "prophetic" sf books written so far.
bartread 50 minutes ago [-]
> He seems to understand humans.
Yeah, I think this is it. The humans were the point, not the minutiae of the tech.
(Btw, I hadn't noticed you'd responded whilst I was editing my comment to express myself a bit more clearly - I hope anyway - so the quotes don't quite match but I don't think it matters, because the sentiment is hopefully clear enough both ways!)
kergonath 36 minutes ago [-]
> Isn't he on record that his documentation was listening to techies talking shop in bars?
Yeah. I don’t think he was a technophile himself. Which might have helped him because he was not trying to be realistic. But at the same time there are things he understood deeply.
AdamN 2 hours ago [-]
It's sort of a cool idea. "Pre-RAM" without the tracking/AI integration so it can be used for clandestine activities in a dystopian future.
kilpikaarna 2 hours ago [-]
It's 3MB of "hot" RAM, IIRC. Makes sense.
rob74 7 hours ago [-]
Why not go directly to the source article that has a lot more details?
From a quick skim, you could think of this as roughly equivalent to shoving a large amount of DDR4 on a PCIe card and using it as a swap space. It's more sophisticated (see CXL protocol), but that gives you an idea of the tradeoffs. It seems there is some OS-level support for moving hot/cold pages between the main fast DRAM and the expansion higher latency DRAM.
It's a very valid point that DRAM has a fairly long lifetime and contains significant embedded carbon emissions, as well as the current availability crisis of new DRAM.
herodoturtle 5 hours ago [-]
> and contains significant embedded carbon emissions
Hi - thanks for the insightful comment - could you please expand on the above?
Genuinely curious :)
pjc50 4 hours ago [-]
From the paper:
"Second, memory dominates the carbon footprint of
the fleet [8], accounting for 69% of CO2 emissions and posing
a significant sustainability challenge [4]. DRAM dominates
datacenter embodied CO2 largely because it is ubiquitous
and deployed in large quantities across essentially all servers.
Based on our internal fleet data, and aligned with studies
from other hyperscalers such as Microsoft [33], memory is
one of the largest single embodied-emissions contributors"
[8] U. Gupta, M. Elgamal, G. Hills, G.-Y. Wei, H.-H. S. Lee, D. Brooks,
and C.-J. Wu, “ACT: Designing Sustainable Computer Systems with an
Architectural Carbon Modeling Tool,” in Proceedings of the 49th Annual
International Symposium on Computer Architecture (ISCA’22), 2022.
[4] D. Azevedo, M. Patterson, J. Pouchet, and R. Tipley, “Carbon usage
effectiveness (cue): A green grid data center sustainability metric,” White
paper, vol. 32, 2010.
[33] J. Wang, D. S. Berger, F. Kazhamiaka, C. Irvene, C. Zhang, E. Choukse,
K. Frost, R. Fonseca, B. Warrier, C. Bansal, J. Stern, R. Bianchini,
and A. Sriraman, “Designing Cloud Servers for Lower Carbon,” in
Proceedings of the 51st Annual International Symposium on Computer
Architecture, ser. ISCA ’24, 2025, p. 452–470.
Not a reference, but I found https://www.interface-eu.org/publications/semiconductor-emis... which goes into great detail on the subject. I hadn't realized there were significant emissions of fluorinated gases directly from the fabs, which is mildly alarming. Although it looks like there has been a crackdown on this either politically or through ESG policies.
ryukoposting 2 hours ago [-]
I see what you did there.
NDlurker 5 hours ago [-]
Reduce, reuse, recycle
lmz 5 hours ago [-]
"a lot of carbon was emitted while making it"
jonhohle 1 hours ago [-]
I’ve wanted this for a long time and it seems to reemerge during RAM boom cycles and then disappear during busts.
I have 32GB of DDR3 that would be great for scratch space or cache of i could throw it on a card.
ozgrakkurt 3 hours ago [-]
It is amazing how this is attributed to "zuck", like he actually knows these things.
rob74 3 hours ago [-]
That's just El Reg being El Reg (the Zuck-buck rhyme was apparently too good to pass up). But it's a far cry from their glory days, when they coined nicknames like "The Beast of Redmond" for Microsoft or "Chipzilla" for Intel...
The writers name is Maxwell Cooter, which made me giggle.
kjs3 3 hours ago [-]
I have always wondered why there was never a big market[1] for "cheap PCI/PCI-X/PCI-e card you can stick a boatload of your old/surplus/n-generation old simms/dimms on and use as swap/slow memory/ram disk/etc". It's rare you can populate a motherboard with a full address space full of 'new' memory, and you can teach kernels to prefer some memory to others because of speed[2], so it seems like a no-brainer.
I seem to remember the market for doing similar with flash got neutered over patent issues, but I can't recall the details. And flash cache did end up being a market, at least for bigger players. Maybe something similar happened here, or maybe it just hit a niche I cared about at the time?
[1] I know there were a handful of products in this space, but my impression is they never really took off. I could be wrong.
[2] Definitely can in NetBSD; I've done it for archs like VMEbus where it's common to have a small, fast on board memory and much slower, often larger memory out on the bus. I assume this sort of thing is enabled in Linux by the work to support NUMA, but I've never looked into it.
SoftTalker 3 hours ago [-]
There was never a big market for it because new memory was not prohibitively expensive in comparison to the cost, risk, and limitations of using old memory in a new server. That is not the case now, so people are looking at the idea again.
kjs3 3 hours ago [-]
That's a fair take and likely the answer.
I would counter tho that 1) this isn't the first time there's been a memory price/supply crunch, and "I've got a drawer full of last gen memory I can't use" is kinduva IT cliche, and 2) 'more memory' has always been a pain point, especially with industry practices like chipsets only supporting relatively small physical memory relative to address space (e.g. all those Intel LGA775 chipsets that capped at 4 or 8GB). Oh, and 2a) 'faster disk' has always been a pain point...
But, yeah...obviously my impression of things doesn't match market reality.
deltoidmaximus 1 hours ago [-]
I think these products were always niche for the reasons parent suggested, I recall their price and max capacity being unappealing when I was looking to make use of a drawer full of obsolete RAM. But since there were several iterations from a few companies they must have sold well enough to justify their development.
They seemed to stop making them altogether around when SSDs came out which probably shrunk the market niche right out of viability.
matt_heimer 3 hours ago [-]
Not exactly the same but I'm building a NAS box with old parts. Most of my spare RAM sticks are laptop DDR4 SODIMMs. There are SODIMM -> desktop DIMM adapters... it did not go well. The system would boot 1 out of 5 times. No adjustment of memory speed settings would make the system stable.
kjs3 1 hours ago [-]
That's not surprising. At the speed DDR4 runs, PCB design has to account for all sorts of weird effects. Adding the additional traces on the adapter probably pushes all sorts of timing over acceptable thresholds. There's a reason one of the big textbooks in the area is subtitled "A Handbook of Black Magic". [1]
Oh, yeah...I remember those. I prolly have one in a box someplace. They were pretty terrible. :-)
toast0 1 hours ago [-]
My understanding (which could easily be wrong), is the big difference today is CXL which adds cache coherency on top of pci-e.
Without cache coherency, you have to be more careful about how you use the memory and the performance story is complex. Ram over CXL is going to have worse perf than ram on the cpu memory controller, but there shouldn't be any big gotchas.
jayd16 33 minutes ago [-]
Nvme drives already max out the 4x pcie lanes they get. You'd basically need to use the GPU slot to do better and even then you could do it with SSDs. M.2 break out cards are pretty common.
undersuit 34 minutes ago [-]
Cost for me. I wanted a Gigabyte I-ram but it was too expensive when I only had one 512MB DDR stick after upgrading to 4GB of DDR2. I bought a 60GB Sandforce SSD that fulfilled that speed gap.
wmf 29 minutes ago [-]
Honestly DIMMs don't really fit on PCI cards and a boatload definitely doesn't fit.
reaperducer 1 hours ago [-]
I have always wondered why there was never a big market[1] for "cheap PCI/PCI-X/PCI-e card you can stick a boatload of your old/surplus/n-generation old simms/dimms on and use as swap/slow memory/ram disk/etc"
Reminds me of the days of JBOD arrays. Mac OS X had built-in support for it.
JBOR?
kjs3 1 hours ago [-]
JBOD arrays are still a thing. They've even evolved a bit (see: UnRaid).
chadgpt3 3 hours ago [-]
They used to exist
kjs3 3 hours ago [-]
Go back and read beyond the first sentence; you'll see I said exactly that.
grepfru_it 1 hours ago [-]
Kind of. You referenced flash memory. However I owned an ibm ps/2 from the 80s which had an MCA memory card which could accept SIMMs and extend system ram. So maybe the previous poster is being pedantic? No need to downvote them
kjs3 43 minutes ago [-]
Yes...I remember the model 80. The cards you're talking about are 1) a design choice IBM made to use MCA as the official way to expand memory in the machine and not something any PCI bus machine I'm aware of followed, and 2) used the same generation memory as the planar memory. I don't think you're talking apples to oranges. YMMV.
I'm not sure where 'pedantic', especially when coupled with 'contributes nothing to the discussion', wasn't worthy of a downvote (which I didn't give), but I'm sure there's a "well, ackshually..." rationale there someplace.
Edit: extra 'not' removed.
lizknope 6 hours ago [-]
There are standard product CXL memory expander chips if you don't want to design a custom chip.
It will be interesting to see what happens to the consumer electronics market the next few years. Companies are right now gambling that consumers will pay extra because of RAM shortages. I suspect with the cost of everything else rising as well, a large portion of consumers (remember, HN, not everyone makes tech money) will just not be buying new devices for a bit.
CTDOCodebases 1 hours ago [-]
I think I'm in this boat. I'm just choosing to interact with technology less. Everything has just gotten more hostile that it has reached a tipping point.
CXL Vistara reminds me a bit of the AST Rampage 286 memory expansion ISA card I had in my 286 back in the day, as a kid. Things go in circles, I guess.
darksim905 2 hours ago [-]
observation that I've noticed recently: what's with wikipedia downsizing the hell out of images site wide? Every image I look at is garbage and I have to dig through multiple links to find the original.
3form 2 hours ago [-]
I saw this with screenshots already for like 10-15 years now? It's some overly conservative policy to comply with fair use. I recall a page outlining that you should basically pick the minimum possible resolution that still allows you to distinguish the features of interest. I get why they do this, but it's really horrible from archiving and accessibility perspectives... And I would like to treat Wikipedia as one of the main archives of the world's collective knowledge.
All this goes to my "world has gone insane over IP law" bucket. Similar to people disallowing their games being streamed or even shared in screenshots.
qlte 2 hours ago [-]
I don’t think that’s applicable here?
It says the source photo was uploaded as original content by a user in 2011 as a 400x300 JPEG created on an iPhone 3GS per EXIF data, with copyright released as public domain.
There’s nothing to suggest it was downscaled in the log or copyright encumbered, it just looks like it’s old/small. I often click into Wikipedia/Wikimedia Commons images where the original is available as a super high resolution option in addition to various smaller thumbnails.
Adding the RAM to the system this way isn’t exactly like expanding the main system RAM. The RAM is connected over a PCIe type link so it doesn’t behave like the primary RAM.
It’s better for server farms where engineers can customize and tune for an architecture like this.
There have been some cards that use RAM as a storage device. They were never popular because having to set it up as a disk had very limited use cases.
zamadatix 1 hours ago [-]
The sensibility is a bit different since consumer systems don't really have much bandwidth back to the CPU. Given the current resale prices of DDR4, might as well just sell it and get some NVMe drives.
blobbers 27 minutes ago [-]
I am have an old Pentium 4 with RDRAM, think I could sell it to them? I think it has like 256MB. Haven't turned it on in awhile. Hope the first 640KB still work.
rock_artist 7 hours ago [-]
The interesting part of this "RAM crisis" is similar to other fields where a problem results multiple parties looking for alternative solutions.
This yields for exciting ideas or workarounds that might result a post-crisis memory boom (hopefully) also for local machines.
Single channel RAM surely beats any disk-based swap.
rock_artist 2 hours ago [-]
of course, but I was under the impression the real shortage is RAM mostly.
HumblyTossed 5 hours ago [-]
I would love it if we started designing software with hardware constraints in mind again.
porksoda 4 hours ago [-]
We do already, if it ooms at 32g I have to prompt again /s
dofm 5 hours ago [-]
Necessity is the mother of invention, after all. (One of the oldest abstract concepts in intellectual thought, I suspect.)
There is a tight resource starvation/motivation loop — the demand put on RAM and SSD and GPUs by the largest frontier models is a direct motivation to make smaller LLMs. Like an evolutionary pressure making animals smaller and more food-efficient.
These smaller models, once successful, are still likely to consume more RAM and SSD and GPUs than any other application short of high quality video processing itself (the smaller LLMs and higher end video processing seem to have about the same needs). But the resources would distribute through the market more traditionally, leading to less insane cycles.
So it seems to me that the way out of the RAM/SSD price cycle crisis that manufacturers are in — where the price fluctuates between high and low due to supply constraints and then oversupply from new production capacity - is for them to fund research into smaller LLMs. They'll still sell essentially the same amount of product. Maybe more.
tonyedgecombe 5 hours ago [-]
Necessity is the mother of invention.
Schlagbohrer 4 hours ago [-]
From the paper:
"Our CXL solution achieves substantial gains for diverse workloads, including up to a 25% reduction in server count for disaggregated ML inference"
How does using worse RAM result in 25% reduction of server count for given workloads?
LtdJorge 2 hours ago [-]
CXL is adding "slow" RAM over PCIe, basically. Not replacing.
dboreham 4 hours ago [-]
Because it's used in addition to, not in place of, the better RAM.
piinbinary 2 hours ago [-]
I wonder if it would ever start to make sense to burn an AI model into ROM, replacing a large portion of an inference machine's RAM with ROM. (Probably not, since I'm sure those machines do dual-duty and run training when the inference workload slows down)
jmillikin 2 hours ago [-]
That's the idea behind Taalas (https://taalas.com), except as silicon rather than ROM. They run a demo at https://chatjimmy.ai/ which serves an old open weights model (Llama 3.1 8B) at something like 15,000 tokens per second.
HarHarVeryFunny 57 minutes ago [-]
Companies are building chips specialized for inference, so dual use for training isn't necessarily a consideration, but there are other considerations such as:
Weights need to be loaded into the accelerator's processor fast, which means they need to be physically adjacent to it, but there is limited physical space for that - not enough to fit the all the weights of a 1T+ param model, so weights get loaded into VRAM dynamically according to what part of the model is being run.
ROM (I guess we're talking Flash memory) can be dense, since it is built vertically - many hundreds of layers, but this comes at the cost of poor performance, so even if you could fit enough ROM next to the processor it would not be fast enough.
WE need to learn to use computing resources more efficently. Use RAM more efficently.Todays software just squanders computing resources.- like RAM
mondainx 1 hours ago [-]
It'd be interested to see how one could leverage all the DDR3 ECC that they may have laying about; maybe an overseas shopping site has these boards available? Would DDR3 be as fast or faster than an SSD?
oh_no 47 minutes ago [-]
top of the line SSDs now eclipse DDR3 throughput, but DDR3 should retain a large edge in latency of orders of magnitude
absolutely no idea how useful any of that would be and what kind of latency degradation going through whatever adapter would cause
TIL there are 2x 2.5GbE PCI-E HAT adapters for Pi 5.
How to attach RAM to the new NVLink/UALink fiber buses?
torginus 5 hours ago [-]
With regards to RAM price I never understood the following: A 16GB RAM stick has 16*8=128 billion bits, with 1 transistor per bit, thats still 128B, yet its supposed to cost like $60 before the price hikes? In contrast, a 5090 GPU was $2000 (true it has RAM, but you're paying for the GPU ASIC really, I guess the rest of the GPU was less than $500), it had 93B transistors.
GPU transistors are smaller due to the more advanced process node (cost per transistor metrics aren't really clear, if they improve on advanced node or not, but I'd say they get cheaper as they get smaller, as technology costs are amortized).
I'm sure both RAM and logic use a process that is quite similar in both inputs and manufacturing steps. So while RAM is a commodity product, this insane price difference didn't make any sense.
So I guess when those fundamental inputs become a constraint, it would make sense for $/transistor move closer for both, which is a massive hike for RAM.
rcxdude 5 hours ago [-]
Chip fabrication processes are not fungible: GPUs and CPUs might be made on roughly the same process, but DRAM is not (flash is a different process again, as is power electronics, analog electronics, MEMS, etc. And even within those broader categories there are different variations). While there are some overlaps in machines and techniques, a fab set up for one cannot generally switch to the other, and the economics of each process can also be drastically different.
joha4270 5 hours ago [-]
You're not the first person to say so (and I don't mean to dispute it), but I have never been able to find a clear answer for /why/ those processes are incompatible.
Is it built in different silicon, is it physical steps that's incompatible (ie its actually incompatible), is it different physical preparations that needs to be made (making it economically infeasible to combine)
I cannot help but wonder, even if the answer doesn't change anything in my life.
dlenski 4 hours ago [-]
To add to the other comments…
At a very abstract level, when you're manufacturing DRAM you need to manufacture a lot of circuit elements that have HIGH capacitance, since a DRAM cell is basically a capacitor and the higher its capacitance the less frequently it needs to be refreshed.
On the other hand, when manufacturing logic (CPU/GPU/ASIC) you want to minimize the capacitance of almost all circuit elements, since capacitance introduces delay and switching energy cost.
Nearly everything about the manufacturing processes for DRAM and logic is optimized around this fundamentally incompatible figure of merit.
I worked on the development of Intel's eDRAM process, which was used to integrate DRAM into the CPU/GPU die for Iris Pro embedded graphics from 2013-23. https://ieeexplore.ieee.org/document/6576667/
rcxdude 1 hours ago [-]
To expand a little on this: a chip fabrication process is a series of steps from incoming bare wafers to finished chips (potentially multiple wafers get combined into a finished chip, as well). To build up the physical structure of the chip, there are a series of steps where different materials are deposited or grown on the surface, masked through photolithography, and removed in order to shape the structure of the chip layer by layer. Each of these depends on not just what that layer itself requires (material, thickness, resolution), but also on the layers around it, because these steps are not independent: a lot of process design is in finding a way to construct a given chip that means each step is compatible with the others.
What's more, the configuration and flow of the machines used for each step are quite sensitive: you cannot in general just stand up another fab with the same machines, apply the same settings, and hit go on a new chip design and expect any yield: you need to dial in each step, certainly for each process, and likely for each design. This makes switching things around more difficult as well.
So, while in general a fab will have certain common features: spin coaters, photolithography machines, vapor deposition chambers, ovens, etc, the number and specification of each one will vary based on the process, and a production fab will generally not want to change their process drastically, or even to swap between different designs too often.
Medium ELI5 answer: each company and to a great extent each individual fab has a slightly different recipe, which is known as a "process node". This defines all the fabrication steps, every individual layer and its chemical/physical processing.
This in turn affects the electrical properties: parasitic resistance/capacitance, gate dielectric properties and so on. The dielectric in particular is critically different between DRAM and regular CMOS, because DRAM needs to minimise leakage (as that determines how long the memory lasts between refresh cycles).
Regular factories will retool somewhat between jobs. Because it is quite difficult to finetune a silicon process node, it is more common that a fab will set up for a particular node and then switch to "do not touch or change anything under any circumstances", as doing so may wreck yields.
("different substrate entirely" does exist: that's GaN, for power transistors in phone chargers, and SiC, for even higher power transistors.)
crote 4 hours ago [-]
The physical structure is completely different. Just compare DRAM ([0]) with compute ([1]). As a result, the production process is completely different.
If you want to know more, the Asianometry youtube channel has some fairly good deep dives, such as [2] going through a decent bunch of the 45nm production process, or [3] doing the same for (early) DRAM.
from my basic understanding, memory is much easier to produce then logic chips like GPUs and CPUs, they don't need that many photolithographic layers. while it could be possible to produce memory in fabs for CPUs (though not really desirable in regard to costs) the other way round is more difficult
cduzz 3 hours ago [-]
[flagged]
malfist 4 hours ago [-]
> but I have never been able to find a clear answer for /why/ those processes are incompatible.
You can't find an explanation why they're different for the same reason you can't find an explanation why writing poetry and riding a unicycle isn't the same process.
kjs3 4 hours ago [-]
Or, you could look at your peer answers where people very much do provide a non hand-wave answers. Chip fabrication isn't undergrad philosophy; there are well understood reasons for why things are done if you care to find and understand them. And there are stakes in the millions or billions of US$ for getting them wrong.
NooneAtAll3 4 hours ago [-]
RAM is literally copy-paste of the same circuit over and over, you're trying to compare cost to produce million AK-47 with 1 carrier
and cost per transistor stopped decreasing at ~20-30nm, now small nodes are targetting energy efficiency (and thus performance, since heat is the main limiter)
WmWsjA6B29B4nfk 5 hours ago [-]
On top of everything said, 5090 die size is 10x than typical DDR5 die size. One RAM module is 8-16 dies, so you do get more silicon in the end, but larger dies are extremely expensive to produce due to sharply decreasing yields.
rmu09 5 hours ago [-]
The thing that defines performance of DRAM is AFAIK the capacitor of the bit cells and not the transistor driving it. And also AFAIK the process to create those capacitors is quite unique to DRAM, so you can't just go and use a "logic" process unchanged and produce DRAMs.
ismaVQ 5 hours ago [-]
newer process node are smaller but very expensive compared to mature ones, each wafer from TSMC latest process is costly and with lower yield due to GPU large die size (+700mm2 compared to around 60mm2 per DRAM die)
adastra22 5 hours ago [-]
Why would you expect smaller transistors to be cheaper?
torginus 17 minutes ago [-]
Because you are paying for silicon, and processes, not transistors. Wafers have a certain cost, and litographic processes can illuminate a certain X mm2 of dies in an hour. If a transistor gets smaller, more of them fit in a certain area.
Granted the machines that make them become more expensive, but that's capital expenditure, which gets amortized as time goes on.
So there are two forces here working against each other.
jeffbee 4 hours ago [-]
That is what Moore's Law said.
xandrius 4 hours ago [-]
Not really a law though.
jeffbee 3 hours ago [-]
Nobody voted for it, that's true. But since reality held closely to it for decades right up to the present, it's reasonable to believe that transistors get smaller and cheaper as time passes.
tliltocatl 3 hours ago [-]
"Moore's law" is a marketing gimmick. The real physical law that held for decades is Dennard scaling, which stopped to apply already in 2006 once transistors got too small so short channel effects and gate leakage kicked in.
jeffbee 2 hours ago [-]
Dennard scaling hit a wall but Moore's Law did not. Worth considering why. One of these is physical and the other is economic.
gloryjulio 5 hours ago [-]
RAM is a commodity. It has much less moat to prevent competitions. When the rams flood the market that's when the bubble ends, until the next cycle arrives. Processors are much harder to design and commoditize.
mschuster91 5 hours ago [-]
> So while RAM is a commodity product, this insane price difference didn't make any sense.
Supply and demand coupled with the fact that a RAM fab can't (trivially) output compute chips, and vice versa, a compute fab can't output RAM. It's two completely different supply chains.
Lomlioto 5 hours ago [-]
A GPU Transistor is a lot more complicated than a RAM transistor and the size of these are quite different too. Bleeding edge vs. a known process with know machines and written off machines.
Also you calculate in the machine cost and R&D.
RAM hiked because the demand spiked and these companies are now in power. Before apple and other companies told them the prices and had hardly any money for investment.
amelius 3 hours ago [-]
In the future, hardware is only for big companies to own. At least it seems we're heading that way.
TacticalCoder 3 hours ago [-]
> In the future, hardware is only for big companies to own. At least it seems we're heading that way.
China is desperate to sell anything to... everyone. If there's a market, they'll eventually be there to fill it.
It took them decades for cars, but now they did it.
For RAM, CXMT went from 20 000 wafers per month to... 240 000 wafers per month in something like two years. And they're extending capacity massively now. It's a company only 10 years old.
The market is there and China shall flood it: that's how they operate with everything.
At some point they'll probably even come with GPUs that shall do 80% of the job for 20% of the price.
Just like you can buy chinese server motherboards at 1/5th the price of a SuperMicro one today.
So I'm not sure hardware is going to be only for big companies: China is going to put pressure on the OpenAI and Anthropic of this world locking all the RAM / SSDs / chips of this world.
Zancarius 57 minutes ago [-]
I think there's a great deal of underestimation of China's manufacturing. Granted, wafers are a totally different thing than any of the other industries they've dominated for cheap, but I certainly wouldn't count them out.
I've recently gotten into fountain pens. Sure, a $7 Jinhao or $15 Hongdian pen isn't going to write quite as nice as a $200+ pen, but they're about 80% of the way there, and you can buy tons of them for the cost of a single more expensive pen. Plus, some models will accept Western nibs just fine which means you're buying a cheap barrel and assembling a much higher quality product for almost pennies on the dollar.
One would do well not to underestimate their ability to fill markets. It may take years, but it will happen.
amelius 2 hours ago [-]
Can you buy Chinese cars without the Multimedia/GPS computer and "phone home" system?
alex43578 2 hours ago [-]
Maybe? But there's honestly not much market for this, as I'd guess less than 1% of the population cares about this. Particularly since they're already carrying a phone anyway.
amelius 1 hours ago [-]
For export, other countries could require a "dumb" car, to which domestic companies could add the intelligence.
Anyway, the point is that in the future you cannot own things. Whether that is because of the small market or because of other reasons, that does not matter.
serf 1 hours ago [-]
there isn't a market for barebones for the sake of privacy, but there is a market apparently for 'barebones for the sake of value', which is what the whole Slate truck thing is attacking.
I'm sure a chinese EV group could key in on the same pure-value market if there isn't a group already doing that. 'Golf carts for the street.'
jgalt212 2 hours ago [-]
Have you seen the talk: The Coming War on General Computation?
amelius 2 hours ago [-]
No, but I'm sure I'll agree with a lot of things in it.
glitchc 2 hours ago [-]
Not terribly exciting at 1/10th the bandwidth and double the latency. That's a heavy price to pay to use old DDR4 memory.
fmajid 2 hours ago [-]
Probably good enough for memcached type applications
emsign 27 minutes ago [-]
Who would have thought that the hardware I own didn't go down in value for the first time in my life but almost doubled in value.
trkarlb 1 hours ago [-]
There is already a data center oversupply. xAI rents out colossus and Meta also rents out capacity.
pmontra 4 hours ago [-]
If they grow desperate I have GBs of DDR2 AND DDR3 in a drawer.
annagio_ 3 hours ago [-]
Make sure to charge them double!
cynicalsecurity 34 minutes ago [-]
You've got a friend request form Zuck
virajk_31 4 hours ago [-]
if not the prices, no one would have implemented this in large scale solution..
annagio_ 3 hours ago [-]
how the mighty have fallen! Can't wait to see
dana321 4 hours ago [-]
Supply-demand economics really went awry in the age of chasing agi
srean 2 hours ago [-]
Now to rip RAM off PCs being sent to the landfills.
darksim905 2 hours ago [-]
I fail to see why you couldn't also literally just stack RAM chips themselves on top of each other. If it works for stupid consoles (see NES/Dreamcast/PS1/PS2 hacking of recent), PCs should be no different.
srean 2 hours ago [-]
I am waiting for folks to confirm that pulling them off machines designated for the landfills was a thing.
Rendered at 16:21:34 GMT+0000 (Coordinated Universal Time) with Vercel.
I remember being able to borrow a computer from somewhere when Diablo II had just come out in 2000 which had a 450Mhz Pentium III and 64 MB of RAM. 64MB of RAM was probably mid-tier at the time, i.e. very much not a given. As I recall Diablo II recommended 64MB for single player and 128MB for multiplayer (or above 4 players or something).
The computer I'm writing this on has 64 GB of RAM, 1024 times as much. By comparison I have a 20-core Intel CPU with up-to 3GHz speed or somewhere around there, even pretending each core could run at that max speed simultaneously (which they can't), that's only 133-times as much CPU power.
Maybe the NVMe read times are as/more significant than memory size increase, but the metrics on them isn't quite as front and center on PC specs as memory and CPU.
Hard drive capacity similarly impressive as RAM in terms of size (was apparently 10-30GB in 2000), but I don't have a 10TB hard disk as I don't need one that big (1TB is plenty for me), so again it's not as impactful to me as memory.
Over that time CPUs have also increased their instructions per clock by 3 to 4 times, so the comparison is a bit closer than that. 5Ghz in CPUs is also common these days which would make it even closer. RAM has also improved in more than just total size though.
This nerd sniped me a bit. Your calculation on the amount of CPU power is too low, because of the change in IPC, but for the things we have benchmarks for, it isn't multiple orders of magnitude off like I expected. Looking at Cinebench 2003, prime95, and a few other benches, I get somewhere between 300x and 850x faster for the modern CPU over the Pentium 3.
For me, the biggest change in performance in my life was going from spinning disks to SSDs. That change felt bigger than any other leap by a long shot.
This was the most impactful upgrade/breakthrough for me. The first time I put even a SATA SSD in my PC at home I was completely blown away. It still blows my mind somewhat the amount of compute I have sitting on my desk though, both in terms of memory and CPU/GPU power, but that move from spinning rust to solid state was huge.
Then Apple did to me again with the M1 launch and NVMe speeds that made swapping nearly imperceptible.
akshually, it's also more closer to 500-1,000x. You can't look at clock speed only. Processor architecture makes all the difference. Pipelining, SIMD, memory bandwidth, blablala, everything got way better. Better approximation would be to use something like a synthetic benchmark or just (theoretical) FLOPS of each.
Otherwise, we can say that 6502 at 15Ghz is better than what you have now: https://news.ycombinator.com/item?id=22859706
This is a shockingly ill thought-out comment tbh. I don't want to assumr you're an LLM, perhaps we can blame morning grogginess.
What if you got a on-chip compression algorithm so advanced that you can fit a world in a few MB and now with corporations controlling memory distribution, 3MB of high compression memory is highly valuable in the black market.
it’s a genre written by people who barely understand technology and consumed by even more luddite types.
it’s all uninformed fear mongering
And, yeah, the memory thing hasn't aged well. Thing is, 1984 was a funny time in computing, particularly when you consider the kind of computers normal people had access to.
At that point even things like PCs and the new Mac had 128 or 256K of RAM[0], so I get that 3MB must have seemed like an ocean of memory at the time. And, realistically, more than 1MB of RAM in machines you'd typically see sat at home or on a desktop was uncommon until the beginning of the 1990s.
And, although Moore's law had been around since 1965 it's hard to know how aware people outside of specialist circles would have been of it in 1984.
I suppose Gibson must have done some pretty in depth research for Neuromancer, right? But the memory thing is sort of ancillary to the story, so how much would he really have focussed on that? Probably not much.
And then do you really want to harshly judge the book on that one slightly laughable thing, in other ways, it was incredibly forward looking and almost prophetic? Doesn't seem right.
I think the sensible position is you have to let it slide and see it as a possible alternative future that never quite came to pass in that way but that which we can see strong echoes and foreshadowings of even still.
[0] In 1984 microcomputers, as opposed to, cough, "serious" computers like the PC and Mac, with 128K of RAM were still very new, with 32 - 64K being the entry level, and if you had one with 128K you were king of the hill. 128K in 1984 seemed like a ton of memory to most of us, but it's worth bearing in mind that only a handful of years before computers like the ZX81, which had only 1K of RAM, were the common entry level, so the progression was already clear if you looked at the situation in the right way, but you had to have been paying attention for a while to have noticed. I remember the first time I used a machine with 4MB of RAM in, maybe, 1990 - an Archimedes at school - and feeling like it was just this absolutely inexhaustible ocean of memory. In 1984 3MB would have felt almost inconceivably huge unless you were in the high performance computing, or maybe the mainframe, worlds.
Isn't he on record that his documentation was listening to techies talking shop in bars?
> And then do you really want to harshly judge the book on that one slightly laughable thing about memory when, in other ways, it was incredibly forward looking and almost prophetic.
He seems to understand humans. Gibson's world and Brunner's Stand on Zanzibar are imo the most "prophetic" sf books written so far.
Yeah, I think this is it. The humans were the point, not the minutiae of the tech.
(Btw, I hadn't noticed you'd responded whilst I was editing my comment to express myself a bit more clearly - I hope anyway - so the quotes don't quite match but I don't think it matters, because the sentiment is hopefully clear enough both ways!)
Yeah. I don’t think he was a technophile himself. Which might have helped him because he was not trying to be realistic. But at the same time there are things he understood deeply.
https://www.theregister.com/systems/2026/06/29/zuck-saves-me...
From a quick skim, you could think of this as roughly equivalent to shoving a large amount of DDR4 on a PCIe card and using it as a swap space. It's more sophisticated (see CXL protocol), but that gives you an idea of the tradeoffs. It seems there is some OS-level support for moving hot/cold pages between the main fast DRAM and the expansion higher latency DRAM.
It's a very valid point that DRAM has a fairly long lifetime and contains significant embedded carbon emissions, as well as the current availability crisis of new DRAM.
Hi - thanks for the insightful comment - could you please expand on the above?
Genuinely curious :)
"Second, memory dominates the carbon footprint of the fleet [8], accounting for 69% of CO2 emissions and posing a significant sustainability challenge [4]. DRAM dominates datacenter embodied CO2 largely because it is ubiquitous and deployed in large quantities across essentially all servers. Based on our internal fleet data, and aligned with studies from other hyperscalers such as Microsoft [33], memory is one of the largest single embodied-emissions contributors"
[8] U. Gupta, M. Elgamal, G. Hills, G.-Y. Wei, H.-H. S. Lee, D. Brooks, and C.-J. Wu, “ACT: Designing Sustainable Computer Systems with an Architectural Carbon Modeling Tool,” in Proceedings of the 49th Annual International Symposium on Computer Architecture (ISCA’22), 2022.
[4] D. Azevedo, M. Patterson, J. Pouchet, and R. Tipley, “Carbon usage effectiveness (cue): A green grid data center sustainability metric,” White paper, vol. 32, 2010.
[33] J. Wang, D. S. Berger, F. Kazhamiaka, C. Irvene, C. Zhang, E. Choukse, K. Frost, R. Fonseca, B. Warrier, C. Bansal, J. Stern, R. Bianchini, and A. Sriraman, “Designing Cloud Servers for Lower Carbon,” in Proceedings of the 51st Annual International Symposium on Computer Architecture, ser. ISCA ’24, 2025, p. 452–470.
Not a reference, but I found https://www.interface-eu.org/publications/semiconductor-emis... which goes into great detail on the subject. I hadn't realized there were significant emissions of fluorinated gases directly from the fabs, which is mildly alarming. Although it looks like there has been a crackdown on this either politically or through ESG policies.
I have 32GB of DDR3 that would be great for scratch space or cache of i could throw it on a card.
Which seems to be the sister site of Register; https://www.blocksandfiles.com/architecture/2026/06/26/panmn...
I seem to remember the market for doing similar with flash got neutered over patent issues, but I can't recall the details. And flash cache did end up being a market, at least for bigger players. Maybe something similar happened here, or maybe it just hit a niche I cared about at the time?
[1] I know there were a handful of products in this space, but my impression is they never really took off. I could be wrong. [2] Definitely can in NetBSD; I've done it for archs like VMEbus where it's common to have a small, fast on board memory and much slower, often larger memory out on the bus. I assume this sort of thing is enabled in Linux by the work to support NUMA, but I've never looked into it.
I would counter tho that 1) this isn't the first time there's been a memory price/supply crunch, and "I've got a drawer full of last gen memory I can't use" is kinduva IT cliche, and 2) 'more memory' has always been a pain point, especially with industry practices like chipsets only supporting relatively small physical memory relative to address space (e.g. all those Intel LGA775 chipsets that capped at 4 or 8GB). Oh, and 2a) 'faster disk' has always been a pain point...
But, yeah...obviously my impression of things doesn't match market reality.
They seemed to stop making them altogether around when SSDs came out which probably shrunk the market niche right out of viability.
[1] https://www.amazon.com/High-Speed-Digital-Design-Handbook/dp...
https://www.ebay.com/itm/383521792853
Without cache coherency, you have to be more careful about how you use the memory and the performance story is complex. Ram over CXL is going to have worse perf than ram on the cpu memory controller, but there shouldn't be any big gotchas.
Reminds me of the days of JBOD arrays. Mac OS X had built-in support for it.
JBOR?
I'm not sure where 'pedantic', especially when coupled with 'contributes nothing to the discussion', wasn't worthy of a downvote (which I didn't give), but I'm sure there's a "well, ackshually..." rationale there someplace.
Edit: extra 'not' removed.
https://www.marvell.com/products/cxl.html
https://en.wikipedia.org/wiki/I-RAM
All this goes to my "world has gone insane over IP law" bucket. Similar to people disallowing their games being streamed or even shared in screenshots.
It says the source photo was uploaded as original content by a user in 2011 as a 400x300 JPEG created on an iPhone 3GS per EXIF data, with copyright released as public domain.
There’s nothing to suggest it was downscaled in the log or copyright encumbered, it just looks like it’s old/small. I often click into Wikipedia/Wikimedia Commons images where the original is available as a super high resolution option in addition to various smaller thumbnails.
https://commons.wikimedia.org/wiki/File:IRAM13a.JPG
It’s better for server farms where engineers can customize and tune for an architecture like this.
There have been some cards that use RAM as a storage device. They were never popular because having to set it up as a disk had very limited use cases.
This yields for exciting ideas or workarounds that might result a post-crisis memory boom (hopefully) also for local machines.
1. Lowest, Apple is evaluating new Chinese manufacturer which means change of supply demand if indeed it has reasonable QA. (https://www.ft.com/content/f4ac5c92-03be-4499-b16a-017a7e9ee...)
2. Companies tries to workaround performance - suddenly single channel is 'ok' ? :) (https://www.gigabyte.com/press/news/2403)
Single channel RAM surely beats any disk-based swap.
There is a tight resource starvation/motivation loop — the demand put on RAM and SSD and GPUs by the largest frontier models is a direct motivation to make smaller LLMs. Like an evolutionary pressure making animals smaller and more food-efficient.
These smaller models, once successful, are still likely to consume more RAM and SSD and GPUs than any other application short of high quality video processing itself (the smaller LLMs and higher end video processing seem to have about the same needs). But the resources would distribute through the market more traditionally, leading to less insane cycles.
So it seems to me that the way out of the RAM/SSD price cycle crisis that manufacturers are in — where the price fluctuates between high and low due to supply constraints and then oversupply from new production capacity - is for them to fund research into smaller LLMs. They'll still sell essentially the same amount of product. Maybe more.
"Our CXL solution achieves substantial gains for diverse workloads, including up to a 25% reduction in server count for disaggregated ML inference"
How does using worse RAM result in 25% reduction of server count for given workloads?
Weights need to be loaded into the accelerator's processor fast, which means they need to be physically adjacent to it, but there is limited physical space for that - not enough to fit the all the weights of a 1T+ param model, so weights get loaded into VRAM dynamically according to what part of the model is being run.
ROM (I guess we're talking Flash memory) can be dense, since it is built vertically - many hundreds of layers, but this comes at the cost of poor performance, so even if you could fit enough ROM next to the processor it would not be fast enough.
https://www.andysarcade.net/store2/all-other-stuff/vintage-c...
Time to dust off my DDRDrive
absolutely no idea how useful any of that would be and what kind of latency degradation going through whatever adapter would cause
TIL there are 2x 2.5GbE PCI-E HAT adapters for Pi 5.
How to attach RAM to the new NVLink/UALink fiber buses?
GPU transistors are smaller due to the more advanced process node (cost per transistor metrics aren't really clear, if they improve on advanced node or not, but I'd say they get cheaper as they get smaller, as technology costs are amortized).
I'm sure both RAM and logic use a process that is quite similar in both inputs and manufacturing steps. So while RAM is a commodity product, this insane price difference didn't make any sense.
So I guess when those fundamental inputs become a constraint, it would make sense for $/transistor move closer for both, which is a massive hike for RAM.
Is it built in different silicon, is it physical steps that's incompatible (ie its actually incompatible), is it different physical preparations that needs to be made (making it economically infeasible to combine)
I cannot help but wonder, even if the answer doesn't change anything in my life.
At a very abstract level, when you're manufacturing DRAM you need to manufacture a lot of circuit elements that have HIGH capacitance, since a DRAM cell is basically a capacitor and the higher its capacitance the less frequently it needs to be refreshed.
On the other hand, when manufacturing logic (CPU/GPU/ASIC) you want to minimize the capacitance of almost all circuit elements, since capacitance introduces delay and switching energy cost.
Nearly everything about the manufacturing processes for DRAM and logic is optimized around this fundamentally incompatible figure of merit.
I worked on the development of Intel's eDRAM process, which was used to integrate DRAM into the CPU/GPU die for Iris Pro embedded graphics from 2013-23. https://ieeexplore.ieee.org/document/6576667/
What's more, the configuration and flow of the machines used for each step are quite sensitive: you cannot in general just stand up another fab with the same machines, apply the same settings, and hit go on a new chip design and expect any yield: you need to dial in each step, certainly for each process, and likely for each design. This makes switching things around more difficult as well.
So, while in general a fab will have certain common features: spin coaters, photolithography machines, vapor deposition chambers, ovens, etc, the number and specification of each one will vary based on the process, and a production fab will generally not want to change their process drastically, or even to swap between different designs too often.
A Reddit user explains a bit here.
This in turn affects the electrical properties: parasitic resistance/capacitance, gate dielectric properties and so on. The dielectric in particular is critically different between DRAM and regular CMOS, because DRAM needs to minimise leakage (as that determines how long the memory lasts between refresh cycles).
Regular factories will retool somewhat between jobs. Because it is quite difficult to finetune a silicon process node, it is more common that a fab will set up for a particular node and then switch to "do not touch or change anything under any circumstances", as doing so may wreck yields.
("different substrate entirely" does exist: that's GaN, for power transistors in phone chargers, and SiC, for even higher power transistors.)
If you want to know more, the Asianometry youtube channel has some fairly good deep dives, such as [2] going through a decent bunch of the 45nm production process, or [3] doing the same for (early) DRAM.
[0]: https://www.youtube.com/watch?v=Bln-v9LmZ3E
[1]: https://i1.wp.com/semiengineering.com/wp-content/uploads/201...
[2]: https://www.youtube.com/watch?v=zUgy29h0alM
[3]: https://www.youtube.com/watch?v=uPualBNf1nM
You can't find an explanation why they're different for the same reason you can't find an explanation why writing poetry and riding a unicycle isn't the same process.
and cost per transistor stopped decreasing at ~20-30nm, now small nodes are targetting energy efficiency (and thus performance, since heat is the main limiter)
Granted the machines that make them become more expensive, but that's capital expenditure, which gets amortized as time goes on.
So there are two forces here working against each other.
Supply and demand coupled with the fact that a RAM fab can't (trivially) output compute chips, and vice versa, a compute fab can't output RAM. It's two completely different supply chains.
Also you calculate in the machine cost and R&D.
RAM hiked because the demand spiked and these companies are now in power. Before apple and other companies told them the prices and had hardly any money for investment.
China is desperate to sell anything to... everyone. If there's a market, they'll eventually be there to fill it.
It took them decades for cars, but now they did it.
For RAM, CXMT went from 20 000 wafers per month to... 240 000 wafers per month in something like two years. And they're extending capacity massively now. It's a company only 10 years old.
The market is there and China shall flood it: that's how they operate with everything.
At some point they'll probably even come with GPUs that shall do 80% of the job for 20% of the price.
Just like you can buy chinese server motherboards at 1/5th the price of a SuperMicro one today.
So I'm not sure hardware is going to be only for big companies: China is going to put pressure on the OpenAI and Anthropic of this world locking all the RAM / SSDs / chips of this world.
I've recently gotten into fountain pens. Sure, a $7 Jinhao or $15 Hongdian pen isn't going to write quite as nice as a $200+ pen, but they're about 80% of the way there, and you can buy tons of them for the cost of a single more expensive pen. Plus, some models will accept Western nibs just fine which means you're buying a cheap barrel and assembling a much higher quality product for almost pennies on the dollar.
One would do well not to underestimate their ability to fill markets. It may take years, but it will happen.
Anyway, the point is that in the future you cannot own things. Whether that is because of the small market or because of other reasons, that does not matter.
I'm sure a chinese EV group could key in on the same pure-value market if there isn't a group already doing that. 'Golf carts for the street.'