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mgfist 2 hours ago

A fab for high end memory costs $20B and 5 years to build.

It will happen, but yeah it takes time and money

danaris an hour ago | parent | next [-]

It will only happen if the bottom doesn't fall out of the market for AI datacenters in the next few months.

chadgpt3 2 minutes ago | parent [-]

It's coming up on a year since the crisis started and at every point it's been "next few months"

cute_boi an hour ago | parent | prev [-]

Sometime I wish China had capacity to manufacture RAM. They would build fab within 1 year..

wahern an hour ago | parent | next [-]

Am I missing something?

https://techwireasia.com/2026/04/chinese-memory-chips-ymtc-c...

https://wccftech.com/another-chinese-dram-maker-breaks-into-...

Our_Benefactors an hour ago | parent | prev [-]

They do, it’s called CXMT and they are making RAM under contract for Corsair

rvnx an hour ago | parent [-]

Commerce Secretary Howard Lutnick has warned Samsung and SK Hynix they could face 100% tariffs, framing it as a choice between paying a 100% tariff or building memory fabs in America...

Punishing instead of supporting.

throw1234567891 30 minutes ago | parent [-]

Who cares about America. American tech bros created the problem.