Comment by realusername
18 hours ago
That's probably what is going to happen, it's a strategic opportunity for the Chinese government here, there's a big market demand that can fuel their domestic production capabilities that nobody wants to take.
18 hours ago
That's probably what is going to happen, it's a strategic opportunity for the Chinese government here, there's a big market demand that can fuel their domestic production capabilities that nobody wants to take.
It would be a strategic opportunity for Intel, if they weren't run by imbeciles. DDR4 doesn't require the latest and greatest nodes. It's boring old technology. Even DDR5 is pretty boring. Intel could clean up fabbing DRAM (like they used to). But alas no. They're part of the semiconductor cartel and uninterested in the supply of DRAM increasing. Prices would drop and the fabs would only make stupid margins instead of disgusting margins.
Intel would be in the very same bind as every other DRAM producer who's trying to expand production today, only far worse because they have practically no experience fabbing DRAM compared to logic. (You can fab eDRAM on logic processes, but you'd only do that out of sheer desperation since the cost per bit is much higher.)
What they could do very easily in this market is bring back frickin Optane and hook it up to a modern PCIe bus with modern PCIe performance.