It could be a smart move. It seems like everyone invests a ton while the market is hot, and then there is oversupply, and no one is investing because of that. But demand always winds up higher in the next cycle. If they invest when demand is low and it comes online when demand is high, they'll probably make a nice profit, while everyone else is still scrambling to build more fabs.
Lot of MBs come with an M.2 slot (sometimes several). All needing memory to fill them. And of course SSDs will still be in demand. Even some HDDs come with a big cache. Throw in all those GPUs with bigger demands and memory is pretty well set.
Yes, but President Biden will subsidize, which I think it's a mistake: the US Gov. should enter as a business partner Venture Capitalist, with $53,000,000,000 Several US Fabs it's a great time for everyone capable, to build their Fabs. as clearly Demand is not met, and there's too much China dependency for them, plus is going to be needed for sure, not only because population is growing exponentially, but because everything is becoming computer-based, and more dependent on use and function, driven by augmented reality and VR; plus Houses and everything in them becoming IoTs, connected to the Internet, hence Internet bandwidth will increase, needing more Routers/Switches Worldwide, and these devices are small computers+ several NICs. So the the BOOM is already here, you need to be unplugged from the Tech News, to not noticed it already, and the BOOM will keep exploding and becoming not only more demanding, but more important, as people, specially younger generations, likes to be connected (Internet) and sharing, giving opinions and voting, so it's a new Cultural Era, impossible without computers.
This is why we need to secure peace in our lifetimes and get rid of all Nuclear Weapons, exept for planetary defence against Meteorites
What sort of process size is used for DRAM these days? How does it compare with TSMC/Samsung in terms of density and feature size? (I know logic and memory densities are different).
Are there fewer thermal constraints, ie does memory run cooler than logic so you can (in theory) go more dense?
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nandnandnand - Thursday, September 8, 2022 - link
3D DRAM, please.https://www.i-micronews.com/samsung-electronics-ge...
https://semiengineering.com/will-monolithic-3d-dra...
IBM760XL - Thursday, September 8, 2022 - link
It could be a smart move. It seems like everyone invests a ton while the market is hot, and then there is oversupply, and no one is investing because of that. But demand always winds up higher in the next cycle. If they invest when demand is low and it comes online when demand is high, they'll probably make a nice profit, while everyone else is still scrambling to build more fabs.Threska - Friday, September 9, 2022 - link
Lot of MBs come with an M.2 slot (sometimes several). All needing memory to fill them. And of course SSDs will still be in demand. Even some HDDs come with a big cache. Throw in all those GPUs with bigger demands and memory is pretty well set.technopredator - Saturday, September 10, 2022 - link
Yes, but President Biden will subsidize, which I think it's a mistake: the US Gov. should enter as a business partner Venture Capitalist, with $53,000,000,000 Several US Fabs it's a great time for everyone capable, to build their Fabs. as clearly Demand is not met, and there's too much China dependency for them, plus is going to be needed for sure, not only because population is growing exponentially, but because everything is becoming computer-based, and more dependent on use and function, driven by augmented reality and VR; plus Houses and everything in them becoming IoTs, connected to the Internet, hence Internet bandwidth will increase, needing more Routers/Switches Worldwide, and these devices are small computers+ several NICs. So the the BOOM is already here, you need to be unplugged from the Tech News, to not noticed it already, and the BOOM will keep exploding and becoming not only more demanding, but more important, as people, specially younger generations, likes to be connected (Internet) and sharing, giving opinions and voting, so it's a new Cultural Era, impossible without computers.This is why we need to secure peace in our lifetimes and get rid of all Nuclear Weapons, exept for planetary defence against Meteorites
quorm - Saturday, September 10, 2022 - link
This is why I read the comments.martinw - Thursday, October 6, 2022 - link
What sort of process size is used for DRAM these days? How does it compare with TSMC/Samsung in terms of density and feature size? (I know logic and memory densities are different).Are there fewer thermal constraints, ie does memory run cooler than logic so you can (in theory) go more dense?