this post was submitted on 25 Dec 2025
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It’s a valid enough question, and one that I’ve asked myself also.
Intel already produce some form of RAM to act as cache for their processors, I wonder how hard it would be (and how long) it would take for them to utilise excess fab space to churn out DRAM modules.
Even if they ended up mostly selling the final modules into the AI black-hole, it should still have a deflationary effect on pricing in the market as a whole.