I don’t mean existing manufacturers necessarily. Unfortunately there are no certainties, but I’d say give it some time. These chips are (or at the very least becoming) strategic commodities, so the greater the squeeze the more appealing the business case will be. Besides, both the US and EU want to grow their chip manufacturing capacity and it’s not like there is no investment money available. So at some point production capacity will grow.
I don’t mean existing manufacturers necessarily. Unfortunately there are no certainties, but I’d say give it some time. These chips are (or at the very least becoming) strategic commodities, so the greater the squeeze the more appealing the business case will be. Besides, both the US and EU want to grow their chip manufacturing capacity and it’s not like there is no investment money available. So at some point production capacity will grow.
Don’t discount China in this race either. Gamers nexus did an interesting video about china’s push to become a contender in the DIMM market too.
Guess it’s all speculation for now anyway.