3 ms·
I’m not an expert, but VRAM and NAND seem to compete for the same upstream stuff — wafers, EUV steps, gases, fab time. If GPUs are printing money right now, cut
by ursAxZA 10mo ago
I’m not an expert, but VRAM and NAND seem to compete for the same upstream stuff — wafers, EUV steps, gases, fab time.
If GPUs are printing money right now, cutting SATA SSD production feels like the easiest thing for a manufacturer to do.
- wtallis 10mo agoI don't think anyone is using EUV for NAND flash. Cutting SATA SSD production is really just a reflection of the fact that NVMe has been mainstream for a decade, and both servers and consumer PCs have been using NVMe as the default SSD interface for years. The SATA SSD market is just not very big anymore, and certainly not big enough for Samsung to continue to care about.
- ursAxZA 10mo agoEUV was just an example — the broader point is that lithography capacity, wafers, gases, and fab-hours all get allocated across product lines. If GPUs generate dramatically higher margin per wafer-hour than SATA SSDs, fabs will re-shift capacity toward them. Whether NAND uses EUV specifically doesn’t really change that upstream pressure.