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Factory capacity does not follow market dynamics easily
by dev_l1x_be 8mo ago
Factory capacity does not follow market dynamics easily
- ambicapter 8mo agoI think the usefulness of market dynamics is their ability to follow things like factory capacity, which are themselves hard to follow, not the other way around.
- polypphonics 8mo agoFor things that aren't inherently limited in production it is supposed to work both ways.. A key element is that China still acts as a block.. So Chinese firms have lost a big opportunity by not making DDR4 yet aren't ready with DDR5. When they are ready it will probably tank the market which is less profitable than selling at high prices with actual availability of something the whole time.