The US hasn’t been competitive in RAM (edit: manufacturing, though there is one plant in Virginia) in something like 40 years. The PRC is working on catching up to the RoK. I hope they manage to export good RAM soon, because the Korean companies are all both cutting back on production (edit: expansion) to increase prices.
Also, the lone American company in the mix, which still manufactures most of its supply abroad, just killed off its consumer division entirely to focus on selling RAM to datacenters.
And the South Koreans aren’t lowering production, unless you mean DRAM specifically in favour of HBM for the datacentre/AI market (which is what they are doing), that would be crazy given the level of demand, it’d just let competitors take the market. Samsung and SK Hynix are expanding fabs, but they’re not expected to be operational until 2027.
The US hasn’t been competitive in RAM (edit: manufacturing, though there is one plant in Virginia) in something like 40 years. The PRC is working on catching up to the RoK. I hope they manage to export good RAM soon, because the Korean companies are
allboth cutting back onproduction(edit: expansion) to increase prices.Also, the lone American company in the mix, which still manufactures most of its supply abroad, just killed off its consumer division entirely to focus on selling RAM to datacenters.
Huh?
Micron is one of the big three DRAM producers.
And the South Koreans aren’t lowering production, unless you mean DRAM specifically in favour of HBM for the datacentre/AI market (which is what they are doing), that would be crazy given the level of demand, it’d just let competitors take the market. Samsung and SK Hynix are expanding fabs, but they’re not expected to be operational until 2027.
Blatant misinformation being upvoted lol
Edited to fix some mistakes, thanks for the corrections.
Looks like it’s the opposite:
https://www.tweaktown.com/news/109259/samsung-shifts-focus-from-hbm-to-ddr5-modules-ddr5-ram-results-in-far-more-profits-than-hbm/index.html
Micron is American and is competitive, especially in some verticals.