Comment by chii
9 hours ago
> what exactly is stopping any company from doing this themselves and breaking into the RAM business?
nothing, except the terrible yields that they would obtain, and the lack of scale making the entire enterprise not profit generating (as the amount of profit per sale is too low if it even is positive, but you can't set it higher as there's cheaper, "better" ram available from pre-established fabs that do have economies of scale).
You could play the artisanal angle, and market it as home grown, organic ram. Not sure how much real buyers of ram care, but might get a few hobbyists in the market.
Local, small-batch RAM! Top fermenting Get it at your local farmer's market!
The angle right now I think is pretty obvious, there is a massive shortage that might cause actual incidents.
OpenAI should do their own production, I say slightly bitter because I'm in a health care sector that might be affected because we can't scale up or repair our infrastructure due to their massive pre-orders.