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They decreased 2025 production, to increase memory prices, profits and their stock prices,https://news.ycombinator.com/item?id=46419776 https://news.ycombinator

• Numerlor 10mo ago
  Afaik 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 10mo ago
    > Significantly increasing supply is also a huge multi year investment into a new fab so, are there huge multi-year investments?
    • Numerlor 10mo ago
      There 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