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colechristensentoday at 1:52 PM1 replyview on HN

>And shouldn't smaller capacity sticks be cheaper since they can use lower density chips?

In 2026 the bottleneck is wafer size as fabs are booked out making things for AI.


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fulafeltoday at 2:22 PM

Lower density chips are cheaper, because they can be made in previous generation fabs churning out previous generation wafers with previous generation equipment. So there isn't a choice between making a high or low density wafer from the same fab line.

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