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Re:As AI gobbles up chips, prices for devices may rise by whaleofatw2022 on Sunday December 28, 2025 @09:19PM (#46416751)
Is this glofo's time to shine?
Re:As AI gobbles up chips, prices for devices may rise by bee_rider on Sunday December 28, 2025 @11:11PM (#46417388)
Do they make DRAM? I thought they made compute chips mostly.

If I recall correctly, RAM is even more niche and specialized than the (already quite specialized) general chip manufacturing. The structure is super-duper regular, just a big grid of cells, so it is super-duper optimized.

Re:As AI gobbles up chips, prices for devices may rise by FastFT on Sunday December 28, 2025 @11:43PM (#46417545)
They (GF) do not make DRAM. They might have an eDRAM process inherited from IBM, but it would not be competitive.

You’re correct that DRAM is a very specialized process. The bit cell capacitors are a trench type that is uncommon in the general industry, so the major logic fabs would have a fairly uphill battle to become competitive (they also have no desire to enter the DRAM market in general).