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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 mult
by Numerlor 9mo 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 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