alt Hacker NewsWhat are the limiting factors here?
Clearly it’s the fabrication of RAM/HBM chips. But if the margin is so high, why can’t other fabs like CPU fabs be used? I assume they’re not as CPU prices are going down. Or are they radically different and not easily reconfigured?
Very different processes. Even setting up a new CPU design in a fab that already makes CPU dies is months of validation, for context.