It upfront investment cost is simply too much to just start manufacturing your own chips. Just the fab alone would take around 20-30 billion and 4-6 years to build. Then add another couple of billions and 3-4 years to design a DDR5 chip that would give comparable performance to what the big 3 manufacture.
It upfront investment cost is simply too much to just start manufacturing your own chips. Just the fab alone would take around 20-30 billion and 4-6 years to build. Then add another couple of billions and 3-4 years to design a DDR5 chip that would give comparable performance to what the big 3 manufacture.
ASML has an order book running to 2028, the problem is it’s almost impossible to create a competitor to ASML - Demand for fabs is not the issue.
At scale sure. But for like a small controller or power supply?