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by mschuster91
32 days ago
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> It takes two to four years and Five to twenty billion dollars. Some of the bigger companies, if pushed, particularly, if the alternative is getting chips from China, will do something on the fab side if they absolutely have to. They probably won’t live with the current conditions forever. The problem is... the market consolidated into this oligopoly for a reason. Memory and storage have gone through so, so many pork cycles over the decades. To make it worse: even if you had the money, ASML is booked out fully for years. You won't get the lithography gear. |
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