I mean, buying memory and cups from a few years ago is still massively inflated, so if they can sell chips with that performance they’ll still make bank.
Even if the chips are less energy efficient, China has cheaper energy now thanks to investing in green energy.
Memory doesn’t move as fast as logic, machines from 5 years ago are still making current ddr5 silicon.
I have a tinfoil hat theory that the incumbent manufacturers have seen this coming and are basically trying to cash out before their cartel is demolished by cheap competition
And/or trying to use the cash to buy a technical/regulatory moat.
Idk what form that would take for memory, but it’s a pretty standard tactic for big tech, so I could see them convincing themselves it’s possible even if it’s not.
FCC approval is probably the most viable moat.
