Is your math really right? > DRAM makers make $10k per platter. A single line pops out 40k a month, a single fab has 20+ lines, a fab complex has up to 8 fabs.

Is your math really right? > DRAM makers make $10k per platter. A single line pops out 40k a month, a single fab has 20+ lines, a fab complex has up to 8 fabs. Each DRAM maker has few fab complexes. If I do this I get 10,000 * 40,000 * 20 * 8 which is $64 Billion.... per month. Are you suggesting that the average DRAM maker should have revenue of $64 Billion a month or $768 Billion a year? It sounds like you know the industry and I'm looking for some additional colour here.