Thread

1. proxysna · 1790860572 · focus · HN ↗

   I have huge hopes fox CXMT entering the market and at least offsetting this nightmare. Just this week i've paid ~$1k USD for 2x32G DDR5 ECC, insane.

   1. aurareturn · 1790863179 · focus · HN ↗

      Everyone, and I mean everyone, is gated by ASML machines. They can't make nearly enough EUV machines to satisfy the demand. ASML has also not scaled their production nearly as much because they're quite far away from the AGI-pilled companies in the supply chain.

      1. genxy · 1790864967 · focus · HN ↗

         You don't need ASML machines to make RAM. BS.

         1. aurareturn · 1790867976 · focus · HN ↗

            All modern DDR5 and HBM are made using EUV machines.

            The exception is CXMT, which uses ASML DUV machines in a less efficient process.

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