[synack]

Industrial microcontrollers and power electronics use older process nodes, mostly >=45nm. These customers aren’t competing for wafers from the same fabs as bleeding edge memory and TPUs.

The world ran just fine on DDR3 for a long time.

[goku12]

Okay, but what about the rest? The ones that aren't embedded in someway and use industrial grade PCs/control stations? Or ones with large buffers like network routers? I'm also wondering about the supply of the alternate nodes and older technologies. Will the manufactures keep those lines running? Was it micron that abandoned the entire retail market in favor of supplying the hyperscalers?

[Imustaskforhelp]

> The ones that aren't embedded in someway and use industrial grade PCs/control stations? Or ones with large buffers like network routers?

Not sure if they require DDR5 but the AI crisis just caused the prices of DDR5 to rise but the market supply of DDR4 thus grew and that's why they got more expensive too

> I'm also wondering about the supply of the alternate nodes and older technologies.

I suppose these might be chinese companies but there might be some european/american companies (not sure) but if things continue, there is gonna be a strain on them in demand and they might increase their prices too

> Was it micron that abandoned the entire retail market in favor of supplying the hyperscalers?

Yes

[dartharva]

..DDR3 that's no longer being produced. Why do people just assume old tech to be abundant in supply?