4 ms·
A fab for high end memory costs $20B and 5 years to build. It will happen, but yeah it takes time and money
by mgfist 4mo ago
A fab for high end memory costs $20B and 5 years to build.
It will happen, but yeah it takes time and money
- danaris 4mo agoIt will only happen if the bottom doesn't fall out of the market for AI datacenters in the next few months.
- chadgpt3 4mo agoIt's coming up on a year since the crisis started and at every single point it's been "next few months"
- danaris 4mo agoWell, that's the thing about a bubble: it can be very possible to accurately tell it's a bubble—and the definition of a bubble is that it's going to pop—without being able to tell just when it will pop. And given how much of stock prices these days is purely dependent on stock traders believing they'll be able to sell those stocks on to some Greater Fool later, rather than based on the reality of the company the stock is about...well, they can keep the ball in the air for quite a while. Personally, I suspect that the primary trigger for the big selloff is going to be the upcoming IPOs. Bigwigs get their big bucks, cash out, and leave everyone else holding the bag. But if any of us knew when events like those were going to happen, we'd probably be rich from that already, hm?
- cute_boi 4mo agoSometime I wish China had capacity to manufacture RAM. They would build fab within 1 year..
- Our_Benefactors 4mo agoThey do, it’s called CXMT and they are making RAM under contract for Corsair
- rvnx 4mo agoCommerce Secretary Howard Lutnick has warned Samsung and SK Hynix they could face 100% tariffs, framing it as a choice between paying a 100% tariff or building memory fabs in America... Punishing instead of supporting.
- throw1234567891 4mo agoWho cares about America. American tech bros created the problem.
- 0cf8612b2e1e 4mo agoDo tariff threats still matter? After being struck down, I thought the only new tariffs which could happen would have to be enacted by Congress? Or world that be a fun game where the new illegal tariffs would be on the books until the courts invalidate them again?
- jackvalentine 4mo agoThe administration is trying every single angle they can to make congress-less tariffs stick. The latest is slapping a bunch of countries with 10% because they claim those countries insufficiently prevent goods produced by slaves from being imported which makes it unfair for producers in the U.S. Might be true but it’s hard to take that argument in good faith at this point.
- lenkite 4mo agoI am sure China will not mind slapping on a 100% Trump Tariff to satisfy Howard Lutnick.
- layer8 4mo agoAlso YMTC.
- wahern 4mo agoAm I missing something? https://techwireasia.com/2026/04/chinese-memory-chips-ymtc-cxmt-nand-dram-expansion/ https://techwireasia.com/2026/04/chinese-memory-chips-ymtc-c... https://wccftech.com/another-chinese-dram-maker-breaks-into-ddr5-memory-mass-producing-64gb-rdimms/ https://wccftech.com/another-chinese-dram-maker-breaks-into-...
- pezgrande 4mo ago$20B is like pocket money at the scale the whole industry is moving.
- mgfist 4mo agoYes but you can't get away from a 5 year timeline, and then you have to project how many other fabs will be opening