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My comment was in the context of fabrication and how that affects the price of DDR4. DDR5 fabrication requires a sub 15mm process, much more complex mounting a
by gaigalas 2mo ago
My comment was in the context of fabrication and how that affects the price of DDR4.
DDR5 fabrication requires a sub 15mm process, much more complex mounting and lots more testing equipment. It means you can't just quickly convert a DDR4 fab to DDR5.
It was meant to explain that DDR4 price increase has nothing to do with supply chain lanes, and it's more of an artificial demand manipulation than anything else.
- zahlman 2mo ago>explain that DDR4 price increase has nothing to do with supply chain lanes, and it's more of an artificial demand manipulation There's no evidence of anything artificial here, except to the extent that the data center-driven demand could be called "artificial". When prices for DDR5 go up, it's only to be expected that this induces demand for DDR4, the spillover from people who were priced out of DDR5. Much the same principle that rent control advocates stumble on: "affordable housing" is mainly a consequence of more housing, rather than something to target directly.
- gaigalas 2mo ago> There's no evidence of anything artificial here, except to the extent that the data center-driven demand could be called "artificial" I'm sorry. Can you summarize that part in a more concise phrase?