Comment by 15155
2 hours ago
> Taiwan invasion
Are many DRAM fabs in Taiwan? Does TSMC manufacture DRAM for SK Hynix, Samsung, Micron, or CXMT?
2 hours ago
> Taiwan invasion
Are many DRAM fabs in Taiwan? Does TSMC manufacture DRAM for SK Hynix, Samsung, Micron, or CXMT?
If TSMC is blown up, how much RAM is used in new datacenters?
I was thinking this as well - DRAM and NAND demand instantly crashes because the primary chip supply ceases to exist. This "shortage" will pass.