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Can Intel recover even part of their past dominance?

blueone said:
Micron says their new DRAM fab in Idaho won't be ready until 2027. I think all of the DRAM producers love the DRAM shortage after years of being second-class chip producers, profit-wise. I haven't seen any evidence that Samsung, Hynix, or Micron have a sense of urgency about increasing production. Only CXMT seems to be moving fast, no surprise.
Click to expand...
Given the forecast, sense of urgency is probably not lacking in all three of them.

Hynix should have M15X coming on-line soon and another super complex on deck (2027?) So, they appear to be best positioned.

Samsung is back on track in HBM, and since they were the biggest not too ago, they should have more room for re-allocation and moving older stuff to 1c and gain some marginal capacity.

Micron killed Crucial, so they must be under code-red as well.
 
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