you are viewing a single comment's thread
view the rest of the comments
[–] 2 points 10 months ago (1 child)

Hypothetically, they could be placing orders for all the other chips needed in their other hardware, predicated on delivery on memory chips.

  • source
  • parent
  • hideshow 1 child comment
  • [–] 5 points 10 months ago

    There’s still no path for them to get RAM chips better than the already-established DDR5 makers. I don’t see how they’d have stronger leverage with Samsung, SK Hynix, or Micron than the regular RAM chip customers that already do business with the triopoly

  • source
  • parent