4 ms·
Let’s see them ship some chip first
by cluckindan 2mo ago
Let’s see them ship some chip first
- feverzsj 2mo agoThe price is similar, as they all rely on same upstream suppliers. The quality is kinda meh.
- grumbelbart2 2mo agoThey don't have access to EUV machines from ASML though.
- feverzsj 2mo agoEUV is only required for highend ram like HBM3E, HBM4.
- adrian_b 2mo agoWhat they have is good enough for competitive DDR5 DIMMs. In China they already make integrated circuits with a finer pitch than at TSMC or Intel before the transition to EUV. This is achieved by multiple exposures, which increase the fabrication cost, but with the current prices they still have very healthy profits.
- kmjmbk 2mo agothey seem to be doing fine regardless.
- wasfgwp 2mo agoCurrently price has little relation to manufacturing cost, though
- blitzar 2mo ago> 8% to 9% of the worldwide DRAM market share in 2025 how much more do they need to ship to satisfy you?