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by larkost 43 days ago
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.

2 comments

I don't think it's that... you have three companies that control over 90% of the market that have been convicted of collusion and price fixing more than once, when there were even more companies in the mix. The memory companies aren't producing at max capacity, they're price fixing.

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.

I agree design is not the problem. I am answering the claim that "the various patents involved" would be the show stopper.