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nice_bytetoday at 8:23 AM1 replyview on HN

No, because if you have the capacity to make e.g. ram chips it makes more economic sense to sell them for ai bucks. Serving the other market segment is an opportunity cost unless you're selling to them at same prices. In the long run though if enough players emerge the price will eventually come down just due to oversupply.


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SunlitCattoday at 10:01 AM

Not quite. Making specialized DRAM chips for AI hardware needs, requires high tech components. Making low(er) end DRAM chips for consumer needs might be easier to get started with.

I am pretty sure, in the next year we will see a wave of low end ram components coming out of china.

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