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> Significantly increasing supply is also a huge multi year investment into a new fab so, are there huge multi-year investments?
by 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 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