Comment by RobotToaster
Comment by RobotToaster 3 days ago
They're already producing 10nm DRAM with their current nodes, and they're working on producing 3d DRAM which may make node size somewhat moot.
Comment by RobotToaster 3 days ago
They're already producing 10nm DRAM with their current nodes, and they're working on producing 3d DRAM which may make node size somewhat moot.
Are you sure?
>CXMT has begun mass production of DRAM using a D1z (sub-16nm) process.
https://www.globalsmt.net/advanced-packaging/decoding-cxmt-d...
They call it "10nm class" later in the article.
It's hard to find much concrete info tbh.
If the US government bans the import of RAM, it guarantees the immediate collapse of the US.
Wow. They are 100% tariffing all RAM. RAM is not made in the USA.
This destroys all the AI companies, and more.
Not 10nm, they are producing with 18.5nm and 17nm now, which technically already is in breach of US restrictions, the US government can blacklist them if they feel like it.
3D DRAM is no magic, it will only give them maybe 2 generations' breathing room if they got the required etching equipment figured out. But others will be doing 3D DRAM with EUV by then.