Comment Re:OPEC, but worse (Score 3, Informative) 63
" You can make DRAM at pretty much any of them"
Absolutely not. A DRAM process is quite different from a logic process. Most importantly, you need a big capacitance that only takes the planar area comparable to a transistor since you need one of each for every bitcell, but that isn't the only consideration. You also need a transistor for that bitcell that's low leakage so that there's time between reads to do refreshes but still need to make fast enough devices to build the build the logic around the arrays.
" Intel is contemplating it."
Intel is contemplating leasing space to Hynix to do it in buildings that Intel has been delaying construction since they don't have enough demand to justify spending the money to equip the lines for their own processes. Intel hasn't been able to make DRAM for 40 years.