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> But several years down the road demand for PCs and other client devices will rise once again, and so will demand for memory. Which is why SK Hynix is already
by dmix 4y ago
> But several years down the road demand for PCs and other client devices will rise once again, and so will demand for memory. Which is why SK Hynix is already preparing for this with its Fab M15X expansion plan.
It's great seeing the market react to the shortages. Of course these things take time but the way the semiconductor supply-side organizes such huge amounts of capital and large scale development projects is quite fascinating.
Hopefully it will pay off in a decade and we won't have to worry about shortages for some time.
- jpgvm 4y agoThe fab game is just inherently boom and bust. The economics of a fab mean that it's built at massive cost but the unit economics are incredibly efficient so fabs then run at 100% utilisation regardless of demand until EOL. The result is that investing in a new fab isn't possible until demand is eclipsing current supply such that it can warrant the capital outlay. Boom and bust like clockwork.