So far haven't we seen the opposite? Consumer focused ram production shutting down to make more volume for server dimms or etc?
So far haven't we seen the opposite? Consumer focused ram production shutting down to make more volume for server dimms or etc?
The bottleneck isn't the sticks, it's the chips. The chips are the same for consumer and server applications. What's been happening is that big companies have bought nearly all the wafer capacity for the next year or so, and perhaps some of that capacity has also been redirected from DDR5 to LPDDR5. If a stick manufacturer drops out of the consumer market that kinda doesn't matter, because manufacturing sticks is relatively low tech compared to manufacturing the memory chips. You can compare it to manufacturing video cards vs. manufacturing GPUs (as in the actual processing elements).
The fabs are the same and are the actual bottleneck. The chips are different for CPUs and GPUs.
What do you mean? RAM manufacturers shifting their capacities to server RAM and HBM is exactly what’s happening.