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Who the fuck is Saber Interactive CCO and why the fuck should I care about his opinions?

Intel actually already tried that before back then on Lunar Lake, with for example Core Ultra 200V which comes with 2 LPDDR5X dies integrated directly into the CPU package, which back then allowed for up to 32GB of onboard RAM capacity. This was intended for ultra-portable devices like x86 tablets and embedded systems where the motherboard needs to be as small as possible, and the specific CPU model had a corresponding power and performance envelope for that use case. For that kind of devices this actually made sense.

Back in 2024 before the AI industry drove up the prices, Intel concluded that this wasn’t worth it because Intel had to purchase those RAM dies at a higher unit price than OEMs who specifically make RAM sticks and thus order RAM chips at much higher volume, in order to package onto their CPU packages themselves.

Guess they are changing their mind and bringing that back, for a completely different reasoning lol

Pretty much, unfortunately for them it doesn’t seem like they are staying much relevant at all despite of all the shilling, only actively sabotaging their credibility, a foundation of their relevance in the past, even more lol

It will never lighten the demand because the speed they are building new data centers is always going to be faster than any DRAM manufacturer can ramp up production rate on their existing production line or building new production line. Building data centers is always easier than making DRAM chips in a fab because of the complete different level of technological sophistication.

This can only help reduce the rate which the demand sprints further and further ahead than supply, but ultimately the only thing that can stop the demand from further increasing exponentially so that DRAM supply could catch up and start to lower down the price is for the whole generative AI industry (among other things) to implode so they don’t all race against each other building new data centers anymore.

And we can already see that new consumer DDR5 RAM boards and consumer products using the Chinese CXMT DRAM chips (such as some of the recent Lenovo ThinkPad laptops) are not one cent cheaper than similar spec’ed products using non-Chinese DRAM chips, in fact some are even $100-200 more expensive, probably because the scale of supply chain is still lagging behind for them because the Chinese DRAM chips with modern specs only became available in the market relatively recently.

That’s XDA these days, how far they have fallen lol