this post was submitted on 12 Jan 2026
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[–] GamingChairModel@lemmy.world 1 points 3 hours ago

What's crazy is that they aren't just doing this because they make more money with AI.

No, they really are making more money by selling whole wafers rather than packaging and soldering onto DIMMs. The AI companies are throwing so much money at this that it's just much more profitable for the memory companies to sell directly to them.