"May rise"?
Prices are already through the roof...
https://www.tomsguide.com/news/live/ram-price-crisis-updates
Prices are already through the roof...
https://www.tomsguide.com/news/live/ram-price-crisis-updates
2028 is another story depending on whether this frenzy continues / fabs being built (don’t know whether they are as hard as cpu)
So lets see if they might "save us"
And a couple of smaller ones: CXMT (if you’re not afraid of the sanctions), Nanya, and a few others with older technology
If I recall correctly, RAM is even more niche and specialized than the (already quite specialized) general chip manufacturing. The structure is super-duper regular, just a big grid of cells, so it is super-duper optimized.
You’re correct that DRAM is a very specialized process. The bit cell capacitors are a trench type that is uncommon in the general industry, so the major logic fabs would have a fairly uphill battle to become competitive (they also have no desire to enter the DRAM market in general).
https://www.tomshardware.com/pc-components/dram/no-asus-isnt...
My bad
Governments need to intervene here. This is a mafia scheme now.
I purchased about three semi-cheap computers in the last ~5 years or so. Looking at the RAM prices, the very same units I bought (!) now cost 2.5x as much as before (here I refer to my latest computer model, from 2 years ago). This is a mafia now. I also think these AI companies should be extra taxed because they cause us economic harm here.