3 ms·
Part of the implication is that factories that could be producing consumer-facing DRAM like DDR5 would be retooled to produce HBM instead, leading to even less
by mattstir 12d ago
Part of the implication is that factories that could be producing consumer-facing DRAM like DDR5 would be retooled to produce HBM instead, leading to even less total consumer RAM production.
- m4rtink 12d agoThe crash won't be kind to them & they deserve everything they will got for their past behavior.
- crote 12d agoThis is already happening, by the way. SK Hynix's new Cheongju M15x fab was originally intended to be for DDR, but mid-construction they shifted it to HBM. Similarly, the Icheon M10F packaging line has been retooled to HBM, allowing it to assist in processing the output of other fabs. And this was news early last year, so who knows how far it has progressed since then.