It is unfortunate that chip making is so complex and capital intensive that a disruptor company would struggle to move in and take advantage of this opportunity

It is unfortunate that chip making is so complex and capital intensive that a disruptor company would struggle to move in and take advantage of this opportunity. To do so competitively would require deep pockets and deep expertise, both not well-aligned with disruption. But you’ve pretty clearly outlined a product feature that is not discoverable in the market today, which means that a disruptor who could get off the ground ought be able to differentiate by making this discoverable. Doing so would quickly lead to price discovery and if the margin were there, the rest of the dram producers should fall in line fairly quickly to provide this information for their products as it suddenly becomes an axis they can (must) compete on. At least in a perfectly spherical frictionless market anyway.. Edit: downvotes? Really?