QuorTek
Got AMD and Intel at each others throat… wait and see… who can adapt this new faboulous power first and fastests to be the most competetative…… remember what you say is when it was basically only Intel at it all.
But neither Intel or AMD make memory chips.
And those who do (44% Samsung, 29% Hynix, 20% Micron) operate on often razor thin margins unlike logic silicon vendors.
Unsure who much retooling will be required for DDR5 but wasn't it that usually they don't retool but rather the new fabs at smaller nodes will be designed to DDR5 while the old ones continue with their current output.
Either way, I'm sure the top vendors will be happy to get higher prices for DDR5 if the demand is there. Unless one of the Koreans tries to bury Micron (who by all accounts are significantly less efficient), but why risk the ire of Trumpster?
When AMD or Intel adopt DDR5 is not that relevant to those calculation except to drive demand which if it outstrips supply will just mean those industries less dependent on price will adopt it first. Like for example servers. Which is happened at the previous switch and probably the switch before that.