| ▲ | nrp a day ago |
| Three major ones: Micron, Samsung, SK Hynix And a couple of smaller ones: CXMT (if you’re not afraid of the sanctions), Nanya, and a few others with older technology |
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| ▲ | whaleofatw2022 20 hours ago | parent [-] |
| Is this glofo's time to shine? |
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| ▲ | bee_rider 19 hours ago | parent [-] | | Do they make DRAM? I thought they made compute chips mostly. If I recall correctly, RAM is even more niche and specialized than the (already quite specialized) general chip manufacturing. The structure is super-duper regular, just a big grid of cells, so it is super-duper optimized. | | |
| ▲ | FastFT 18 hours ago | parent [-] | | They (GF) do not make DRAM. They might have an eDRAM process inherited from IBM, but it would not be competitive. You’re correct that DRAM is a very specialized process. The bit cell capacitors are a trench type that is uncommon in the general industry, so the major logic fabs would have a fairly uphill battle to become competitive (they also have no desire to enter the DRAM market in general). |
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