Micron to boost DRAM output with $1.8bn chip fab buy
www.theregister.com
: Taiwan’s Powerchip sells legacy fab it opened just 19 months ago after spending $9.5 billion

Taiwan’s Powerchip sells legacy fab it opened just 19 months ago after spending $9.5 billion

  • Nollij@sopuli.xyzEnglish
    1·
    11 hours ago

    That’s not really relevant. Just because they don’t (won’t) have the full vertical integration doesn’t mean it won’t have an effect. The chips are where there’s a shortage. Most brands of assembled sticks of RAM don’t make the chips. They buy the chips primarily from Micron, Samsung, and SK Hynix. If these chips become more plentiful, then brands like Kingston and GSkill can produce and sell the final product to consumers.

    The real reason it won’t help consumers, at least for a while, is that the plant won’t be online until late 2027. And that’s assuming demand doesn’t increase in that time.

    • BrikoX@lemmy.zipOPMEnglish
      1·
      11 hours ago

      It is relevant. Because as part of primary business they would have had incentive to produce those consumer goods even if overall profit would have suffered. Without that incentive even if the overall production increases the RAM manufacturers simply wouldn’t be able to afford the AI-inflated DRAM prices for Micron to justify selling to them over LLM companies with unlimited funds.

      All three (Micron, Samsung, SK Hynix) said publically that they are milking every possible cent until this market bubble pops and everyone else can fuck off until then.