Re:The new iPad mini
by m3kw9 on Monday October 26, 2026 @10:20AM
(#50244178)
Thought China would have flooded the ram market by now
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You can't just spin up factories producing top of the line components like RAM. It's an extremely expensive process
Re:The new iPad mini
by pizzafeelsright on Monday October 26, 2026 @10:49AM
(#50244711)
Maybe with enough money. Terafab ~ Q3 2027
10-20 billion dollars and 2-3 years, witch is nothing to the Chinese or a company like Apple or TSMC if the will is there.
They are working on it (CXMT for RAM and YMTC for NAND flash) but not having access to ASML’s EUV lithography equipment hobbles them.
The US government is also trying to kneecap them, threatening Apple with tariffs if they went ahead with YMTC storage, even if only for the Chinese market.
They are thus primarily focusing on the Chinese market, but if they weren’t there, DRAM and flash is a global commodity market and prices would have gone up even more insanely than today.