← Back to context Comment by cluckindan 17 hours ago Let’s see them ship some chip first 9 comments cluckindan Reply blitzar 16 hours ago > 8% to 9% of the worldwide DRAM market share in 2025how much more do they need to ship to satisfy you? kubb 16 hours ago 10x blitzar 15 hours ago Seems fair ... if they can capture (and ship) 90% of the global supply of memory they will be permitted to have a market cap of 0.1x Nvidia. feverzsj 16 hours ago The price is similar, as they all rely on same upstream suppliers. The quality is kinda meh. wasfgwp 13 hours ago Currently price has little relation to manufacturing cost, though grumbelbart2 16 hours ago They don't have access to EUV machines from ASML though. adrian_b 15 hours ago What they have is good enough for competitive DDR5 DIMMs.In China they already make integrated circuits with a finer pitch than at TSMC or Intel before the transition to EUV.This is achieved by multiple exposures, which increase the fabrication cost, but with the current prices they still have very healthy profits. feverzsj 16 hours ago EUV is only required for highend ram like HBM3E, HBM4. kmjmbk 14 hours ago they seem to be doing fine regardless.
blitzar 16 hours ago > 8% to 9% of the worldwide DRAM market share in 2025how much more do they need to ship to satisfy you? kubb 16 hours ago 10x blitzar 15 hours ago Seems fair ... if they can capture (and ship) 90% of the global supply of memory they will be permitted to have a market cap of 0.1x Nvidia.
kubb 16 hours ago 10x blitzar 15 hours ago Seems fair ... if they can capture (and ship) 90% of the global supply of memory they will be permitted to have a market cap of 0.1x Nvidia.
blitzar 15 hours ago Seems fair ... if they can capture (and ship) 90% of the global supply of memory they will be permitted to have a market cap of 0.1x Nvidia.
feverzsj 16 hours ago The price is similar, as they all rely on same upstream suppliers. The quality is kinda meh. wasfgwp 13 hours ago Currently price has little relation to manufacturing cost, though grumbelbart2 16 hours ago They don't have access to EUV machines from ASML though. adrian_b 15 hours ago What they have is good enough for competitive DDR5 DIMMs.In China they already make integrated circuits with a finer pitch than at TSMC or Intel before the transition to EUV.This is achieved by multiple exposures, which increase the fabrication cost, but with the current prices they still have very healthy profits. feverzsj 16 hours ago EUV is only required for highend ram like HBM3E, HBM4. kmjmbk 14 hours ago they seem to be doing fine regardless.
grumbelbart2 16 hours ago They don't have access to EUV machines from ASML though. adrian_b 15 hours ago What they have is good enough for competitive DDR5 DIMMs.In China they already make integrated circuits with a finer pitch than at TSMC or Intel before the transition to EUV.This is achieved by multiple exposures, which increase the fabrication cost, but with the current prices they still have very healthy profits. feverzsj 16 hours ago EUV is only required for highend ram like HBM3E, HBM4. kmjmbk 14 hours ago they seem to be doing fine regardless.
adrian_b 15 hours ago What they have is good enough for competitive DDR5 DIMMs.In China they already make integrated circuits with a finer pitch than at TSMC or Intel before the transition to EUV.This is achieved by multiple exposures, which increase the fabrication cost, but with the current prices they still have very healthy profits.
> 8% to 9% of the worldwide DRAM market share in 2025
how much more do they need to ship to satisfy you?
10x
Seems fair ... if they can capture (and ship) 90% of the global supply of memory they will be permitted to have a market cap of 0.1x Nvidia.
The price is similar, as they all rely on same upstream suppliers. The quality is kinda meh.
Currently price has little relation to manufacturing cost, though
They don't have access to EUV machines from ASML though.
What they have is good enough for competitive DDR5 DIMMs.
In China they already make integrated circuits with a finer pitch than at TSMC or Intel before the transition to EUV.
This is achieved by multiple exposures, which increase the fabrication cost, but with the current prices they still have very healthy profits.
EUV is only required for highend ram like HBM3E, HBM4.
they seem to be doing fine regardless.