There’s still no path for them to get RAM chips better than the already-established DDR5 makers. I don’t see how they’d have stronger leverage with Samsung, SK Hynix, or Micron than the regular RAM chip customers that already do business with the triopoly

They do not have experience manufacturing chips and I do not think they are going to make a chip fab. The timeline is too short. Idk on the RAM is easier to make than CPU claim - it feels like it’s a different goal than CPU so node size comparison is less apt - but for a company that has no experience they’re not gonna shit out a fab in Q2 2026. The fab pros take years to build them.

They do have the manufacturing ability to make DDR5 sticks, people can make them themselves right now - just get a PCB and the chips and put the BGA chips on! So Q2 2026 is fast but doable for their expertise there.

Buuuut we come back to, they’ll need to get RAM chips from the remaining consumer suppliers - which you can’t right now cause some AI bro future bought all the chips with his future money he will surely get in the future.

And so they won’t get any more than someone already in the market could get (Corsair, GSKILL, etc.). Thus, no change for the supply limit. TBH stupid to get into a market while it’s high; I don’t think they’ll be able to profit in time on the scalping prices before RAM prices crash when the AI money evaporates

TLDR: rip gamerz