Thinking about it .. Sony is one of the only companies who could manufacture their own ram and ssd the quickest if need be.

RoboFu

RoboFu

One of the green rats
So I was thinking Sony is a hardware company who creates semi conductors and other micro chip technologies. They have the knowledge and means to start making their own ram and storage if need be. They could even develop a new type of ram like their reram idea they had at one time. They could even make a lot of money and save a lot of money by just fabricating their own dram and using it for themselves as well as selling it to others.

Either way they are in a better position than any other platform holder by having that in house fabrication and knowledge already if this dram fiasco continues for a long time.
 
ReRAM is basically both 😂

Edit: ReRAM isn't just an idea it's a real thing just haven't taken off but the AI & Low Power device market is going to accelerate it's production.
 
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Lil Yachty Drake GIF
 
RoboFu said:
They can fabricate what ever they want is the point. No other company who relies on these chips has the ability Sony has RIGHT NOW like Sony does.
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Sure, lots of companies can. Question is how feasible and cost effective would it be. I think you underestimate how dramatically different making memory is
 
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I collect VHS tapes said:
Ok u should write them a letter letting them know they should do what u said in OP because apparently the geniuses there haven't figured it out that it's just that simple
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lol wut? I already said they are in the best position. No one said they could just start doing it tomorrow. But out of any platform holders. They could get it up and running the fastest and may actually improve on it. Nintendo , Steam, Nex Playground wouldn't be able to do it in the same time frame. They would have to at the very least .. purchase the people with the knowledge and the means to do so.
 
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RoboFu said:
lol wut? I already said they are in the best position. No one said they could just start doing it tomorrow. But out of any platform holders. They could get it up and running the fastest and may actually improve on it. Nintendo , Steam, Nex Playground wouldn't be able to do it in the same time frame. They would have to at the very least .. purchase the people with the knowledge and the means to do so.
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what??? I didn't say they could do it tomorrow, I literally said you should just tell them what "u said in OP"

Wtf are you talking about
 
They're nowhere near able to enter this market.

The fabrications they have are for their image sensors and other simple logic chips that support that.

They'd have to start from scratch and build a dedicated fab with all the new machines, tooling, testing etc

At that point they'd also have to secure licenses to make ram as there are tens of thousands of patents the big 3 hold that you'd need to deal with.

Reram was a partnership with micron who holds patents on the design and manufacture of it. It's also too slow for compared to modern memory. 3500% slower to write and 600% to read compared to just ddr5.

Let's not even go into the cost per GB. Makes today's prices seem positive bargains.

And the kicker... It wears out

You just need to look at how many billions that intel lost with Optane, culminating in binning it all off a few years back. And that was a compromised, cheaper version of reram, but still worked out horrendously expensive.
 
No chance in hell. They lack the fabs, they lack the process technology, they lack the IP, the cost would be enormous, and there is no business reason to do it.

It would take the better part of a decade, cost many tens of billions of dollars, and by the time it all comes together the DRAM market would likely be back at thin margins.

All for what? Saving maybe a billion dollars at the very most?
 
No matter how hard you cope, Playstation will also be affected by the bullshit that is going on. We are all fucked.
 
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They should just produce all of their own silicon while they are at it. seriously, how hard can it be to manufacture transistors, right?
 
RoboFu said:
They can fabricate what ever they want is the point. No other company who relies on these chips has the ability Sony has RIGHT NOW like Sony does.
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seriously, stop. you obviously have no clue whatsoever about semiconductor fabrication nor Sony's capabilities.

They do NOT have fabs that can produce memory. And it is not one of their core competencies.

And in whatever deluded make believe fantasy world you seem to be living in... even if Sony wanted to waste the tens of billion to get a memory fab set up, to do so would take 5-7 years. At best. And that is not something Sony would be spending money on for something that is only predicted to be a shortage for 2-5 years.
 
If it was that easy and cheap to stand up a semiconductor manufacturing facility, the world wouldn't have only a few "competitors" in each sector who frequently are prosecuted and fined for cartel behavior

Things like advanced processors (CPU and GPU), DRAM, flash memory, hard drives are all simultaneously commodities with intense price competition and also highly specialized manufacturing industries which require massive investment in physical infrastructure. It costs upwards of $4 billion to build a new fab and that's just the physical construction costs, there's also the need for qualified personnel to actually design the IC's and operate the factory. The number of people who have that expertise on this Earth are vanishingly small and they all already work for the few existing big players

Sony hasn't manufactured anything themselves since the mid-2000's, and they were only involved in things like assembling TV's and manufacturing LCD panels all of which have moved exclusively to China

What I'm saying is Sony has fuck all to do with DRAM and flash memory manufacturing and don't have billions laying around to build their own fabs nor the specialized expertise to staff said fabs nor the interest in joining a small cartel of established companies who already spend all their time colluding to keep commodity prices above the level where they would all go bankrupt
 
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RoboFu said:
lol wut? I already said they are in the best position. No one said they could just start doing it tomorrow. But out of any platform holders. They could get it up and running the fastest and may actually improve on it. Nintendo , Steam, Nex Playground wouldn't be able to do it in the same time frame. They would have to at the very least .. purchase the people with the knowledge and the means to do so.
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Why would Sony go to manufacture their own memory and not work with Micron/Hynix/whoever to expand their production with locked up volumes for Sony?
It's way more efficient approach.
 
Sony doesn't have any chip manufacturing capacities, they've sold whatever they've had to Toshiba (IIRC) some years ago, and they rely on TSMC and JASM (which is majority owned by TSMC) for any logic manufacturing.

RoboFu said:
Sony had already been developing their own ram.
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Developing something and mass producing it are two different things. Nvidia is developing all its GPUs but they can't produce any.
 
They would end up in the same place as Samsung with their foundry. Meaning, the RAM prices are so much higher in the datacenter world that selling it to outside customers pays more than selling it to the internal clients (for phones, etc. In the case of Samsung).
 
I mean, Sony could technically manufacture its own RAM, but the cost, complexity, and strategic risk of competing against the memory oligopoly for commodity components make it an economically unsound decision for them right now.

Saying that, with Micron sticking their middle finger up at the consumer market, there could be room for Sony to enter the market. I think in the unlikely event of this happening, Sony would need to partner with somebody else due to costs, but it's not totally impossible.
 
Sony manufactures like image sensors and shit. They don't have the ability to manufacture RAM.
Sure they could spend 10s of billions of dollars building the fabs etc to start manufacturing their own RAM after several years, but nobody is going to do that because prices are temporarily up.
It would literally be cheaper to just pay the inflated costs of the memory.
 
Wow people get so mad at just the thought of this? lol

Some stupid statements as well. Sony a known microchip designer who has designed CPUs and yes Dram doesn't have the knowledge to manufacture it? 😵‍💫

Also do you really think that Sony ( someone who relies on dram and nand for most of their products ) wouldn't think about bringing it in-house if cost skyrocket or availability was limited?

The main reason companies like Sony haven't invested in making its own dram is because it has always be more cost effective to get someone else to make it.

But again like I said initially .. IF something happened where that no longer made sense Sony is set up better than any other platform holder to do so. It's a simple fact that I thought would be interesting to explore seeing the current state of dram.




daninthemix said:
The delusions of Sony fanboys will never cease to amaze me. It's like a cult.
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lol so am I a green rat or a Sony fanboy ? 😂
 
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RoboFu said:
Wow people get so mad at just the thought of this? lol

Some stupid statements as well. Sony a known microchip designer who has designed CPUs and yes Dram doesn't have the knowledge to manufacture it? 😵‍💫

Also do you really think that Sony ( someone who relies on dram and nand for most of their products ) wouldn't think about bringing it in-house if cost skyrocket or availability was limited?

The main reason companies like Sony haven't invested in making its own dram is because it has always be more cost effective to get someone else to make it.

But again like I said initially .. IF something happened where that no longer made sense Sony is set up better than any other platform holder to do so. It's a simple fact that I thought would be interesting to explore seeing the current state of dram.
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Literally any company could get the knowledge if they wanted. You just hire people who have it. Like how companies have been paying huge sums of money to poach top AI guys.
The problem is you still need to build a fabrication plant and need supply chains. Sony doesn't have that. A fab for image sensors cannot make memory.
Even these companies that currently make the memory still take several years to set up a new fab.
Setting up a fab would cost 10s of billions of dollars.
 
It's not that easy, they don't have the factories (it would take years to make them operational) or the technology, so it would be a huge investment that wouldn't pay off.
 
RoboFu said:
Sony a known microchip designer who has designed CPUs and yes Dram doesn't have the knowledge to manufacture it? 😵‍💫
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Do you have any idea how much time, resources and potentially R&D costs in the billions, it would take to setup a foundry, maintain and sustain at cost or operating profits, for dram, nand flash or any kind of semiconductor manufacturing?

It's not something you throw money on the wall and expect it to stick. It takes years of planning, infrastructure, HR featuring the hardware engineers with genius level intellect, at scale for volume production, and then recouping the costs from 3rd party clients or selling directly to consumers (like Micron did with Crucial).

Sony would rather stay as a client, than venture off into another business in itself, for the volume they require for their Console business (100-130 million units avg), every gen.
 
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