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.
If Intel decided to make DRAM, with their track record, it would definitely be focused on the AI sector. More general supply would probably affect the market as a whole, but they wouldn’t be the ones to come save us.
You have to remember that RAM manufacturers love that this is happening, it’s their favorite thing. They get to sell all their production to a limited amount of users, and not having to deal with the average consumer streamlines the fuck out of large portions of their company. Anyone still in the regular consumer market is banking on things to get worse for us.