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  • John Ripleyjripley@mastodon.social
    Oct 8, 2026, 5:02 PM

    While it is monumentally expensive to build a fab, this is very much an overstatement for a number of reasons:

    * The "expensive" part is mostly the R&D and large scale tuning/yield of a whole new process node. But this doesn't apply.
    * The timescale involved is likewise for a whole new node and/or building in a new territory. Also doesn't apply.
    * They would be well on their way to completion by now if they started back in 2024.
    * Even DDR4 would be relieve some demand.

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  • John Ripleyjripley@mastodon.social
    Oct 8, 2026, 5:12 PM

    It really is every 5-10 years this keeps happening: en.wikipedia.org/wiki/DRAM_ind

    They come up with some deniable excuse why they're unable to fulfill demand, and depending on how strong global governments are at the time, they either get away with it; or pay huge fines, have their executives jailed, and then promoted to President of Samsung Europe. (Yes that is real)

    Here we are with another round, and seriously, please think twice about coming to their defense.

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