Comment on After Micron's greedy decision, SK Hynix could also exit consumer DRAM and NAND business
GamingChairModel@lemmy.world 4 days agoWhat’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.
TommySoda@lemmy.world 4 days ago
I mean, you took the first sentence out and ignored the rest of what I said. My point was that yes that is a reason, but it’s not the only reason.
GamingChairModel@lemmy.world 3 days ago
Everything else that you said seems to fit the general thesis that they’re making a lot more money selling to AI companies.
If those reasons were still true but the memory companies stood to not make as much money on those deals, I guarantee the memory manufacturers wouldn’t have taken the deal. They only care about money, and the other reasons you list are just the mechanisms for making more money.