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by larkost
43 days ago
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Design is not the problem. Having foundry space to manufacture is the bottleneck. It is just all being sucked up (with AI needs being the big additional load). And to be clear, the foundry space for CPUs/GPUs is not the same as for RAM, which is printed with much larger feature size in order to lower the costs. |
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Beyond this, memory isn't produced on leading end nodes, they're a few generations back as it is. For that matter, Intel isn't even near capacity and has/had plenty of opportunity to produce VRAM and SSD Storage, they got out of both as they became more commoditized.