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Wait, really? For CPUs each generation needs basically a whole new fab, I thought… are they more able to incrementally upgrade RAM fabs somehow?
by bee_rider 11mo ago
Wait, 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.