I saw on Twitter that TSMC has made 1B worth of chips for Apple that they cannot package because of missing memory.
(PS: It is time to let ASML sell to CXMT.)
I saw on Twitter that TSMC has made 1B worth of chips for Apple that they cannot package because of missing memory.
(PS: It is time to let ASML sell to CXMT.)
I thought CXMT already have plenty of capacity - Apple are currently talking to the US government for blessing to buy from them.
Other manufactures like Micron do have aggressive expansion plans, but fabs take a long time to build and bring online - multiple years.
CXMT is sold out too.
https://www.guru3d.com/story/cxmt-dram-capacity-reportedly-s...
There is TWSC: https://en.twsc.com.cn/
Traded as CUSU for end-users: https://en.twsc.com.cn/enCUSU/index.html
> (PS: It is time to let ASML sell to CXMT.)
Why? High demand and low supply is very good for shareholders and make indexes go up, their goal is not to meet demand, they want exponential qurartly revunes
You still have to actually meet the demand. It's not good if you don't sell any products.
It’s temporary revenue, it’s not as if those businesses are suddenly fundamentally better.
To me it seems like they’re just riding the AI hype out, expecting a crash after, and not willing to risk a lot of capital on someone else’s bubble.
Temporary revenues for decades to come.
That’s very much up for debate.
True - but what is happening now is very destructive to a lot of important companies.
Indeed. There's a reason the US government has historically stopped air traffic / railroad / longshore strikes: cascading effects.
If memory is now upstream of so many companies, then maybe a higher regulatory involvement would be appropriate (like power companies).
Specifically, and it could fix all of this, capping the max % of their supply they're allowed to sell into the AI space.
I hear what you're saying but memory ultimately is not infrastructure, it's a commodity that's shipped over infrastructure.
The arguments for infrastructure being managed more tightly by the government is because it's a natural monopoly that everything depends on. Memory isn't a natural monopoly, if we found ourselves in a spot where we all depend on 3 companies then that's not a law of nature, we need more companies.
The government interferes with many commodities. Food, oil, rare-earth elements, sugar, airplane frames, etc
Its not like demand will be lowered by this though, I dont see how this would be bad for ASML (besides PR-China generally not respecting IP and them reverse engineering it)
Don't really need the EUVs for commodity DRAMs and China has plenty of DUVs capable of 10nm. CXMT's DDR5 is known to use 1z nodes (17nm) vs 1c (10nm) used by the big three -- ie, higher cost, less efficiency, less density.
The big three are also expanding their capacity. IMO, it seems to make more sense to sell equipments to those who could make better, efficient use of them. ASML has a backlog of €38.8 billion and is fully booked for 2027.
I just thought… didn’t Intel start as a memory chip company?
Couldn’t intel repurpose some of its fabs (maybe the old ones?) to produce memory?
I’m no expert but… seems like an easy win?
You want a bunch of 4 kilobyte DRAM chips with an interface that predates DDR1, for your Commodore 64?