Comment by moffkalast

Well I certainly hope you're right. The sheer amount of knowhow it takes to produce usable silicon and the relative undersupply seems like a massive problem when the end result with basically the same upfront investment can go for 3k or 30k in different markets.

I'm hoping the Chinese fabs can finally catch up enough to provide a meaningful alternative both for memory and compute. They're more or less the only ones still making consumer grade stuff in lots of other segments, the rest of us just make overpriced low volume products for the highest bidder.