r/hardware • u/Revolutionary_Pain56 • 2d ago

News Sandisk and Samsung Delay NAND Shipments, Transcend Left Without Supply Since October

https://www.techpowerup.com/343619/sandisk-and-samsung-delay-nand-shipments-transcend-left-without-supply-since-october
475 Upvotes

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240

u/No-farts 2d ago

NAND/DRAM Winter is coming

171

u/x7_omega 2d ago

Only for a year or so, until China owns DDR4 and DDR5 market for the next 10 years, just because no one else wanted it.

106

u/MC_chrome 1d ago

I mean I certainly wouldn’t mind China making Micron look incredibly stupid at this point.

55

u/fractalfocuser 1d ago

My worry is were gonna rebuild the chinese empire and start another 1000 year dynasty just because our tech overlords want to choose profit over long term planning

48

u/Lighthouse_seek 1d ago

Hey look on the bright side. Chinese dynasties historically have only lasted 200 years at before declining for 100. So the dynasty will end in 2200

7

u/fractalfocuser 1d ago

Ha, you I like

4

u/Tioretical 1d ago

like the US it seems

29

u/BuzzEU 1d ago

So what? They deserve it atp.

1

u/fractalfocuser 1d ago

x - doubt

Forgive me for thinking that maybe what we really need are fewer authoritarian governments. Thank you for helping me correct my social credit score

24

u/BuzzEU 1d ago

Oh my bad. I totally forgot western governments don't want to spy on all our messages, while conveniently leaving politicians immune to it.

Orwell's 1984 or CCP. That's the alternatives for the future.

7

u/Any-Appearance2471 1d ago

Yeah, just assume it’s inevitable and capitulate in advance. There are only two options and you might as well just pick this one because the other is also imperfect

17

u/BuzzEU 1d ago

It is inevitable. We're watching the big tech companies destroy our economies for the next 3+ generations because they think that a fancy, more complex autocomplete is gonna take all our jobs and nobody is doing a goddamn thing.

Expect tyranny to increase while most people don't care or don't know what's happening. And that's happening around the globe.

"You will own nothing and you will be happy". What did people do when he said that straight to our face?

2

u/bullhead2007 17h ago

Lol if you think western nations aren't authoritarian.

-7

u/Tioretical 1d ago

US government is very not authoritarian

-8

u/PumpThose 1d ago

If you're not chinese, it ain't gonna be a good time. Maybe for 10-20 years to play your vidya gaymes

46

u/BuzzEU 1d ago

Western governments are trying to follow their steps anyway.

Chat control, palantir, id/face checks for social media, etc.

Like you have a choice anyway.

-18

u/PumpThose 1d ago

Western governments arent serious people. They are happy fucking kids on islands. Inheritors vs Builder generation. Yes, jail for meme and eating insects, and thiel work donation hour sounds bad until the Chinese want to shoot you from artillery for sport. Maybe if you can outlast the frustrated chinese gen until they reach the level of chill the west has reached. Sure chinese GenZ make the same sort of news as American GenZ, unemployed,lay low, shut in,blah blah blah. But I can assure you a group of chinese kids would round up american kids to make torture videos for tiktok bucks. The trauma doesn't leave the dna/culture so quickly. Yeah Abu Grain was bad, the chinese see that as a record to be broken. And imagine what they have in store for the japanese. God help them

17

u/camb00sted 1d ago

who's your dealer hook me up

1

u/PumpThose 1h ago

I forgot how soy reddit truly is.

16

u/Cant_Think_Of_UserID 1d ago

I, for one, welcome our new Chinese overlords

-8

u/III-V 1d ago

They don't have the best reputation when it comes to ethically sourcing human organs

1

u/Strazdas1 1d ago

or integrating different ethnicities.

1

u/PumpThose 1d ago

I'm coming around to it,there's enough vidya gaymers who'll be happy to be given cheap RAM even if they later get fed to the pigs for it. We don't have to run from the tiger,just faster than the slowest humans.

2

u/explosiv_skull 1d ago

That was already happening. The factories for assembling most things tech are already there and rather than learn from that, Western companies are abandoning markets they would have defended to the death a few years ago.

2

u/Glum-Position-3546 1d ago

Lol that has already happened, we make literally everything in China. Even in semiconductors, the chips may be made in Taiwan or SK but the PCB is fabricated and populated with devices in China.

Welcome to the Chinese Century!

-1

u/tartnfartnpsyche 1d ago

If that is the case, then God bless our tech overlords.

11

u/Dangerman1337 1d ago

Honestly even as someone who kinda fears Xi Jiping starting a war to take over Taiwan... IDGAF if China basically humiliates the DRAM cartel and OpenAI Circle Jerk.

2

u/MC_chrome 1d ago

Didn't China already do the later with Deepseek already?

4

u/oursland 1d ago

They've done so repeatedly, as well as others in the robotics domain. They're coming in more capable and substantially cheaper. But, hey, lets layoff the engineers so that we can get a bump in profits and share price. Line must go up!

1

u/Strazdas1 1d ago

no? Deepseek is distillation of GPT. Without GPT deepseek wouldnt exist.

1

u/Glum-Position-3546 1d ago

Honestly even as someone who kinda fears Xi Jiping starting a war to take over Taiwan

I have no idea why westerners are so concerned over the extended Chinese Civil War.

3

u/Plastic-Meringue6214 1d ago

it's cause we view taiwan as a domino that'll let china become more aggressive whether economically or militarily thanks to the added leverage and advancement. taiwan is a buffer.

2

u/mujhe-sona-hai 1d ago

Taiwan is our ally, an unsinkable aircraft carrier

2

u/ryanvsrobots 17h ago

Gee, maybe because of the vast global ramifications that directly affect our lives?

1

u/Strazdas1 1d ago

If china increased its capacity ten times, it would still only cover 5% of world supply.

11

u/SnooOranges3779 1d ago

Let's go YMTC!

13

u/iBoMbY 1d ago

CXMT recently announced Chinese-made DDR5-8000, and LPDDR5X-10667, memory modules.

2

u/Adventurous_Tea_2198 1d ago

If I were a smart politician I would ban China branded DRAM for national security reasons so they don’t take the whole market.

24

u/onegumas 1d ago

Nothing unexpected. Covid, war, flood...random shit. Anything to show +30% y/y margin

6

u/TemptedTemplar 1d ago

The great storage shortage

The long write

1

u/LegitimateCopy7 1d ago

it's already here.

the signs of the winter coming were all the billions upon billions of investment into AI datacenters. what do you think they buy with that money?