I heard the DRAM shortage has started affecting PC sales, and I would think that it would be hurting Intel’s bottom line.
I remember hearing Intel was looking for customers for its fabs, so I suppose they have some capacity sitting idle.
Why not use some of that capacity to make DRAM themselves? If they can make CPUs running at multi-gigahertz and contains DRAM controllers, surely DDR5 memory is not out of their reach?
Intel can use up their excess capacities, making currently high-priced DRAM for profit, gain goodwill for rescuing the PC market, which in turn will sell more Intel CPUs as well. Sounds like a win to me. What do you think?
Edit: I know nothing about semiconductor manufacturing so feel free to tell me how Intel’s process is not suitable for making DRAM, or any other reason why it would not be smart for them to do that.
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Intel used to make their own motherboards and I feel like I remember seeing Intel branded RAM back then. But that was ~25 years ago.
Look up asianometry on YT. They are the goto source for edutainment info about fab related stuff. In a nutshell, different kinds of bearded nude virgin witches and wizards are needed. One uses radio magic, the other creates orc capacitor armies from the fluorinated depths of Mordor.
why do they have to be nude?
Better cooling
Dunno. It is an EEVBlog rule by king Dave.
that makes sense, dave does make the rules.
Exhaust needs to clear for outputs and inputs.
Because just praying to the machine god wont work, that is for when the magic is already infused. To truly create rocks that can think, one must shred such societal confinement and bare welcome the machine spirit and allow it to pass through them.
Or so I am told.
It’s a valid enough question, and one that I’ve asked myself also.
Intel already produce some form of RAM to act as cache for their processors, I wonder how hard it would be (and how long) it would take for them to utilise excess fab space to churn out DRAM modules.
Even if they ended up mostly selling the final modules into the AI black-hole, it should still have a deflationary effect on pricing in the market as a whole.
Even if it’s not practical to do so I imagine a number of companies that ‘nearly make ram’ in any sense are looking if they can. My hope is that this brings up new competitive markets, but that won’t happen quickly regretfully.
Doubt the could make them.
Either they have a clause in a contract somewhere that prevents them or they don’t think they have the in-house experts to get a viable product to market before the market settles the new high price as the norm.
Intel has traditionally pursued high margin markets, my guess is that Intel considered the RAM market too competitive, and not high margin enough.
They have tried to corner the market with for instance RAMBUS which Pentium 4 initially was dependent on, where they tried to create a protected (high profit) market for themselves. But they are not very interested in markets where they don’t hold controlling patent rights, again because controlling the market allows for high margin.RAMBUS was licensed technology that Intel didn’t make silicon for, only implemented support on their chips and northbridges. It died because it was awfully expensive the onerous licensing reduced adoption to almost nil so it never hit volume economy.
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