[saulpw]

How many companies have a memory fab? How many companies can build a memory fab?

[margalabargala]

In both cases, more than 1!

[saulpw]

Hm, are you sure? I was under the impression that only ASML could build SOTA fabs.

[margalabargala]

> 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.