Comment by filloooo
12 hours ago
Sure, if they've got production grade EUV, but right now they don't even have production grade DUV.
I'm also sure they can go as far as 5nm like SMIC if they really wanted to, since it's strategic for China, but the cost would only be justified if the current cycle lasts long enough.
I was corrected elsewhere when I thought RAM was more expensive 10 years ago. RAM was actually cheaper 10 years ago, when it was DDR3/DDR4 too. If any company can replicate the 10 year old SOTA, they can bring prices down.
This is what I expect to happen. 2016's ram was good enough for consumers then and probably still is for a huge class of consumers now. I'd rather 32GB of DDR3 than 8gb of DDR5.
DRAM rarely break, yes, I have bought cottage industry recycled DDR3 with no problem whatsoever.
The problem, however, is IO controller support has been dropped, many new CPUs don't even support DDR4 any more, especially mobile ones.
You can get like terabytes of DDR3 used. No one wants that shit. Too slow. Power hog.
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China has a luxury of being able to not really care about the cost when it comes to what they view as a strategic advantage.
This option is available to any sovereign country.
In fact, it is what most European countries used to do for their strategic industries.
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