I’ve not missed a Veritasium video in a long time 😄. I’m sure that RAM is much easier to produce, but DRR5 is pretty complex still, and is what has been snapped up in whole by these AI companies. I’m actually wondering if we’ll see a resurgence of DDR4 motherboards, as those fabs are likely around still, just likely more idle if used at all.

I’m fairly certain that spinning up RAM fabs isn’t super quick nor something that doesn’t require the most cutting edge tech.

China is definitely ahead of the US in a lot of tech, but unless they do invade Taiwan they might not have quite a deep enough bench.