Consolidation is not an intelligent path long term. Yet, somehow, we're allowing a singular industry trend to capture not just the speculative market, but entire giant segments of the manufacturing sphere, as well as starting to make preparations to allow it to allow it to capture other resources, like electrical production, access to fresh water, and, of course, the all important tax dollar subsidies that all big business actually runs on.
When you pull back from this, and look at it from afar, what it look
Some are asking if this is a business opportunity to start a new RAM fab/manufacturer. Those responding are correctly commenting that if could take 2-3+ years to build a State-of-the-Art fab from the ground up. I work in that industry, and frankly those timeframes are optimistic.
The question we should really be asking is, why do most consumer devices need State-of-the-Art DRAM? Sure, maybe the gaming folks want it. Maybe even CAD, Animation Labs, etc. But for my phone? Nahh. 6-year old RAM tech is fi
Sounds good, until the AI hyperscale market collapses in a year or two. Then RAM (and storage) will sell for ten cents on the dollar. Just as your new DRAM foundry rolls it's first wafers off the assembly line.
Consolidation is not an intelligent path long term. Yet, somehow, we're allowing a singular industry trend to capture not just the speculative market, but entire giant segments of the manufacturing sphere, as well as starting to make preparations to allow it to allow it to capture other resources, like electrical production, access to fresh water, and, of course, the all important tax dollar subsidies that all big business actually runs on.
When you pull back from this, and look at it from afar, what it look
Some are asking if this is a business opportunity to start a new RAM fab/manufacturer. Those responding are correctly commenting that if could take 2-3+ years to build a State-of-the-Art fab from the ground up. I work in that industry, and frankly those timeframes are optimistic.
The question we should really be asking is, why do most consumer devices need State-of-the-Art DRAM? Sure, maybe the gaming folks want it. Maybe even CAD, Animation Labs, etc. But for my phone? Nahh. 6-year old RAM tech is fi
Yes, it's that simple.
Sounds good, until the AI hyperscale market collapses in a year or two. Then RAM (and storage) will sell for ten cents on the dollar. Just as your new DRAM foundry rolls it's first wafers off the assembly line.