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Every type of DRAM is ultimately made at the same fabs, so if one type is suddenly in high demand then the supply of everything else is going to suffer.
by jsheard 11mo ago
Every type of DRAM is ultimately made at the same fabs, so if one type is suddenly in high demand then the supply of everything else is going to suffer.
- bee_rider 11mo agoWait, really? For CPUs each generation needs basically a whole new fab, I thought… are they more able to incrementally upgrade RAM fabs somehow?
- selectodude 11mo agoThe old equipment is mothballed because china is the only buyer and nobody wants to do anything that the Trump admin will at some point decide is tariff-worthy. So it all sits.
- mixermachine 11mo agoNot quickly but if somebody puts enough money on the table, the fabs change too. All about cost and return. Micron just axed their brand crucial (end customer RAM and SSD) because they will only sell to database centers from now on. Crazy times.