Hacker News new | ask | show | jobs
by margalabargala 80 days ago
Exactly. Production of RAM, SSDs, etc is spread out enough that no one company/country/fab has a stranglehold on the market. Right now anyone with a memory fab has a money printer. More people will build fabs, just like they did last time. It takes a bit but they'll get built.
1 comments
saulpw 80 days ago
How many companies have a memory fab? How many companies can build a memory fab?
link
margalabargala 80 days ago
In both cases, more than 1!
link
saulpw 79 days ago
Hm, are you sure? I was under the impression that only ASML could build SOTA fabs.
link
margalabargala 79 days ago
> I was under the impression that only ASML could build SOTA fabs.

You're correct that this is true, but wrong in that it is not relevant.

SOTA fabs are used for cutting edge CPU/GPU chips. You do not need a SOTA fab to create DDR5 memory or SSD memory. There are a number of companies able to create the lithography machines to do so, and dozens of actual operators of those machines.

link