Comment Re:A troubling trend. (Score 4, Interesting) 112
The technical barriers to entry are so high and the capital outlay to spin up bleeding-edge fabs is so ludicrously expensive - not to mention the proprietary technologies you would have to hire industry-leading experts to basically reinvent as the established players have no incentive to share the details of their advanced manufacturing processes - that there's effectively no way for anyone else to enter the market. It's just too hard, too costly and a very long runway to any kind of profitability. The virtually unlimited budget that AI seems to have now means they can charge, effectively, whatever they want for datacentre RAM. Consumers cannot or will not pay the prices that the AI behemoths will, so their needs will simply go unaddressed. This is the free market at work; not every need gets served, only the most profitable needs.
The very best we can hope for is that the AI bubble pops soon and the manufacturers begrudgingly crawl back to their previous market segments, which looks extremely unlikely in the short term.