Detach from the geopolitics - another way to make memory has been announced at a time when much of the technology and product has been tied up by massive global investments. This could help ease the current memory drought. Will it still be around after the AI bubble pops? This fabrication process could be like fracking - an expense only justified by the current high cost of supply. Is it worth investing in if the bubble pops and kills any gains, evaporating the money sunk into it? Does China and the 1% want to take the risk that this new fab process works and scales? That’s the real stakes.
On the one hand not fond of the CCP, and this is a step toward making Taiwan more “safely” invadeable.
On the other hand not fond of the United States throwing its weight around like it’s in charge of the world and not fond of monopolies in general.
So hard to settle on a reaction for this.
The RoC doesn’t make much RAM, to my knowledge. It’s the RoK that does that. Samsung, Micron, and SK Hynix all have their own fabs.
Ah, good, that makes this less of a dilemma then.
Yeah, this is a bit of a dilemma, to be sure.
Detach from the geopolitics - another way to make memory has been announced at a time when much of the technology and product has been tied up by massive global investments. This could help ease the current memory drought. Will it still be around after the AI bubble pops? This fabrication process could be like fracking - an expense only justified by the current high cost of supply. Is it worth investing in if the bubble pops and kills any gains, evaporating the money sunk into it? Does China and the 1% want to take the risk that this new fab process works and scales? That’s the real stakes.
Yeah, this is the correct take, I feel.