More competition is good. Don't buy Dell anyway, it's garbage.

Hopefully there will be other RAM manufacturers that spring up.

Apple is about to pop the AI bubble with this and indirectly save the PC build market.

They seem to have had the foresight to realize that this tech will quickly move to edge devices.

Hard to say, cuz they were kinda pre-committed to this strategy by always casting themselves as the more private option (vs Google) and eagerly adopting unified memory and heterogeneous SoCs.

Coral and others had this figured out before Apple. Not to downplay the significant effect they will have, but it was clear from the first little text and image classification pop after deep dream that the technology would bifurcate into little ml that runs on phones and computers and big ml that they use to trade watt hours in rural areas.

I do think they kind of lucked into it by focusing on SoC and unified memory before LLMs got big, and now they are really well positioned for running local models like Qwen.

Why do you say that? How does it relate to the article?

It's a real shame German politicians allowed/got paid to force Qimonda to die.

Hadn't heard of it, but it seems like they were abandoned when they needed help the most. Germany didn't realise what they had.

It is assumed that most of the available DRAM will be consumed domestically within mainland China, with little expected to be sold in Western markets.

Too bad for us.

Honestly I would have been surprised if they came to save the day, why would they subvention our broken economic system? If they ever enter the market (outside China) I doubt they would undercut memory suppliers that much.

Absolutely, but hard to say if they'll manage to benefit much from that position. I'm really curious what the specs (...and price...) of the iPhone 18 will be.

That's the big question, cause I doubt there's going to be huge demand for phones that cost a couple of grand in this economy. The fact that Apple's been trying to secure RAM deals in China suggests they realize they need to keep prices down. We'll have to see how it works out for them.

That still helps the rest of the world because it reduces demand on the existing oligopoly of memory manufacturers

As is tradition… if it doesn’t have 4 wheels, politicians don’t care.

That’s the big question, cause I doubt there’s going to be huge demand for phones that cost a couple of grand in this economy.

if the people i know who who place maintaining iphone ownership above being able to afford rent or food are any indication; apple will be fine no matter what the economy is like.

lol there is that demographic for sure

i used to lol at them too; but ever since switching to working at a community service non-profit, where they're the primary clientele; i've learned that they're the overwhelming majority of this country's working poor.

the social workers have to employ bizarre tactics to get them to re-prioritize keeping food on the table over the social stigma of using android -- the fake temu iphones have been a godsend in this regard.

it's kind of crazy how obsessed people can be with status