I’m not sure if this is what they are referring to, but they’ve said they aren’t increasing production . It would take a number of years for new production to spin up, so they are either happy to just reap the new massive profit margins or they believe the demand won’t be there for that long.
I think it’s a little of both, but one of my friends left my company producing weird semiconductors to go work at Micron making RAM. They’re definitely ramping up a little, but the equipment and techniques to fab those chips is very specialized. Imagine trying to drill zillions of really tiny, deep pits, and then making sure the very bottom of those pits get coated while the sidewalls are completely unaffected… and you have to do it everywhere uniformly on a hundred 350mm wafers per minute.
I’m not sure if this is what they are referring to, but they’ve said they aren’t increasing production . It would take a number of years for new production to spin up, so they are either happy to just reap the new massive profit margins or they believe the demand won’t be there for that long.
I think it’s a little of both, but one of my friends left my company producing weird semiconductors to go work at Micron making RAM. They’re definitely ramping up a little, but the equipment and techniques to fab those chips is very specialized. Imagine trying to drill zillions of really tiny, deep pits, and then making sure the very bottom of those pits get coated while the sidewalls are completely unaffected… and you have to do it everywhere uniformly on a hundred 350mm wafers per minute.