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Re:Apple Silicon Exec Explains Mac Mini AI Demand and On-Dev... by swader999 on Friday July 10, 2026 @08:53AM (#48859226)
It's the euv machines that are the bottleneck. Pretty hard to ramp those up any faster in the next few years.
Re:Apple Silicon Exec Explains Mac Mini AI Demand and On-Dev... by smallmancontrov on Friday July 10, 2026 @10:52AM (#48860821)
DDR5 is still mostly made with DUV (remember Intel 14+++++++++?), and even though manufacturers have slowly been moving a few layers to EUV the advantage is at the margin. Lack of EUV at scale will not prevent China from ramping useful RAM into this market.