Comment on Valve describes just how brutal RAM negotiations are in 2026
Blue_Morpho@lemmy.world 12 hours ago
It was over 20 years ago Intel said something like you aren’t a real company if you don’t have a fab.
I think the big companies like Apple are going to vertically integrate more because the RAM shortage isn’t going away. Even after the AI clouds collapse, home users are going to buy more. No one wants their lives on ChatGPT, but everyone wants a better local spell checker and that’s 128GB per person.
BrikoX@lemmy.zip 4 hours ago
It’s not really viable. There are effectively 4 fabs that actually manufacture RAM dies (Samsung, SK Hynix, Micron and now YMTC). Everyone else is just a vendor that uses underlying die fabricated these companies to produce finished products. The supply chain issue is silicon dies, not end products.