Why don't companies make their own RAM like they make their own chips?
Yeah bruh just invest millions in r&d money and buy your own fabs instead of buying cheap and already proven designs
>>107555244>buying cheapThat ship has sailed.
>>107555219Almost no companies that design chips also have fabs so your take is retarded.
>>107555260Shitel?
>>107555219apple is developing new mobile high bandwidth memory
>>107555219read about intel, the creator of memory chips, faggot. see what happened to them. they were forced out of the market due to ever shrinking profits and increasing competition.
>>107555259As expensive as it's now it's still cheaper than building from scratch.Until RAM rises to the thousands of dollars, I guess most corporations are fine the way things are.
>>107555219RAM is fungible and easy to make, meaning its customers are price sensitive, and if it's easy for you to make it's also easy for a competitor with 1000x the scale to outproduce younowadays RAM is getting more 2.5D meaning they stack the layers high, so it's not as easy to produce as it once was
>>107555219>make their own chipsOh sweet summer child...
>>107555418And now there is no competition. Micron is only for datacenter, Hynix doesn't have the capacity to compensate, and Samsung just discontinued part of their product line so future is uncertain there too. Who is going to compete, fucking Nanya?
>>107555519>And now there is no competition.yea things are pretty fucking fucked for your average consumers. people will get a tiny taste of what buying memory was like in the 1970s but without the mega inflation >Hynix doesn't have the capacity to compensatei doubt anyone does. i believe they were all caught off guard by the rapid demand generated by these memeshi ai companies that seem to be buying up anything that can store a 0 or 1 in it, and in vast quantities
>>107555519china
>>107555951yep
>>107555219>Why don't companies make their own RAM like they make their own chips?What planet do you live on?Most companies don't make their own chips.They design them, then outsource the fabrication.
>>107555259>Takes 2 years to build up new fab>By then the AI datacenters are built and demand has leveledIt's not a BAD investment, but I think they're waiting to see how endemic is because.
