3 ms·
> I don't think supply is catching with demand yet. It will take a couple years. Either AI has to have a big crash or YMTC has to grow their production 3-8x be
by nerdsniper 7mo ago
> I don't think supply is catching with demand yet.
It will take a couple years. Either AI has to have a big crash or YMTC has to grow their production 3-8x before prices come back down to levels from 12 months ago.