this post was submitted on 24 Jun 2026
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I know it'd be expensive, but I wonder if it'd be worth it to valve to start producing ram. They've certainly got the money to get it started, they are getting heavy into hardware that they can use it in, and they could sell it as well.
I don't know if there's a shortage of raw material or if no one wanted to invest in more manufacturing when AI could crash within a short time.
In a nutshell this is impossible because of how the global supply chain works. Specifically how most of the hardware engineers/factories are in Taiwan, and how the technology to make chips is proprietarily owned by a company in Norway.
Like the whole reason China wants Tiawan in the first place is the same reason they can't just bomb them into submission... Their population of highly skilled hardware engineers that fundamentally make the global chips supply chain possible is impossible to replace.
AsmL is a dutch company...
Also ,i'm not sure if HBM requires the smallest nodes