Whom exactly? Korea and Taiwan are already saturated. EU may take 5 yearrs just to approve plans formnew factory. US is interested in super fast super duper AIG, ddr5 is way too boring.
Only competitor is mainlaind china!
Apple acquired Infineon from Intel, which was struggling, and developed an in-house modem. They certainly have the expertise to design memory and SSDs (PA Semi, Intrinsity, Anobit).
I believe Apple must implement this strategy if they intend to build their devices, and advance into the future in a timely manner, and Apple has demonstrated its ability to execute over time when necessary. This is undoubtedly one of those critical times.
I anticipate that the memory cartel will eventually experience its final significant financial gain, and those who can will design around them.
Yes, it will take time 2 to 4 years but that is nothing took 13 years to replace Intel and six years to replace Qualcomm which has already warned its investors on Apple, leaving them.
Who is going to build a memory chip fab in Europe? Qimonda collapsed into insolvency 20+ years ago and Infineon has long since abandoned the market.
Exactly. China wil push for it as China factories will supply Chinese AI first.
dude, DDR6 was planned for 2027 in 07/2025 [1] No one is going to build factories in 2026 to produce DDR5.
[1] https://www.techpowerup.com/339178/ddr6-memory-arrives-in-20...