Comment by ZenoArrow
4 hours ago
> Sure, the new fabs won't be up and at volume production until late 2027 / early 2028, but committing tens of billions of dollars to new production facilities, including to facilities dedicated to DRAM rather than NAND or HBM, is hardly 'abandoning'.
Look at what happened to Crucial. Why would Micron axe it's whole consumer RAM division if it was just experiencing a temporary drop in DRAM supplies until new fabs were brought online? Samsung and SK Hynix may have changes in priorities in the coming years, and in the case of Samsung I'm sure they'll still make sure to supply sufficient DRAM chips for the devices it manufactures (phones, TVs, etc...) but Micron has made it's current intentions fairly clear. They'll probably work with OEMs, but they're unlikely to return to selling to the general public any time soon.
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