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jsheard an hour ago

Every type of DRAM is ultimately made at the same fabs, so if one type is suddenly in high demand then the supply of everything else is going to suffer.

bee_rider an hour ago | parent [-]

Wait, really? For CPUs each generation needs basically a whole new fab, I thought… are they more able to incrementally upgrade RAM fabs somehow?

selectodude an hour ago | parent [-]

The old equipment is mothballed because china is the only buyer and nobody wants to do anything that the Trump admin will at some point decide is tariff-worthy. So it all sits.