Comment by mgfist
4 hours ago
A fab for high end memory costs $20B and 5 years to build.
It will happen, but yeah it takes time and money
4 hours ago
A fab for high end memory costs $20B and 5 years to build.
It will happen, but yeah it takes time and money
$20B is like pocket money at the scale the whole industry is moving.
It will only happen if the bottom doesn't fall out of the market for AI datacenters in the next few months.
It's coming up on a year since the crisis started and at every single point it's been "next few months"
Sometime I wish China had capacity to manufacture RAM. They would build fab within 1 year..
Am I missing something?
https://techwireasia.com/2026/04/chinese-memory-chips-ymtc-c...
https://wccftech.com/another-chinese-dram-maker-breaks-into-...
They do, it’s called CXMT and they are making RAM under contract for Corsair
Commerce Secretary Howard Lutnick has warned Samsung and SK Hynix they could face 100% tariffs, framing it as a choice between paying a 100% tariff or building memory fabs in America...
Punishing instead of supporting.
2 replies →
Also YMTC.