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Has work begun on increasing RAM production capacity? My understanding is that these companies are specifically _not_ increasing capacity yet while they wait to
by doom2 9mo ago
Has work begun on increasing RAM production capacity? My understanding is that these companies are specifically _not_ increasing capacity yet while they wait to see if the bubble bursts or not.
- walterbell 9mo agoThey decreased 2025 production, to increase memory prices, profits and their stock prices,https://news.ycombinator.com/item?id=46419776 https://news.ycombinator.com/item?id=46419776
- Numerlor 9mo agoAfaik production of nand was reduced as some of the lines can be repurposed for dram that's more in demand. Significantly increasing supply is also a huge multi year investment into a new fab that'd likely not pay out when the artificial demand breaks down.
- riku_iki 9mo ago> Significantly increasing supply is also a huge multi year investment into a new fab so, are there huge multi-year investments?
- Numerlor 9mo agoThere aren't because nobody is betting on ai demand to last. Then they'd have a couple billion dollar fab sitting around doing nothing and employees that'd have to be fired. There already was scaling back for dram and and production post COVID, where I believe nand was being sold close to cost because of oversupply