alt Hacker NewsIf demand doesn't fall down or current manufacturers supply go up, somebody (presumably in China) will spin up fabs. Apple wanted to use blacklisted Chinese RAM already.
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inferniac • today at 1:05 PM
spinning up fabs takes ages, micron has a US fab started bulding in 2023, its still not operational (projected to start mid-2027)
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byzantinegene • today at 9:38 AM
I am hopeful but I am not confident China has the capability to do it.
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It's the euv machines that are the bottleneck. Pretty hard to ramp those up any faster in the next few years.