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> there's no reason for companies to drop prices Competition.
by hombre_fatal 7mo ago
> there's no reason for companies to drop prices
Competition.
- margalabargala 7mo agoExactly. Production of RAM, SSDs, etc is spread out enough that no one company/country/fab has a stranglehold on the market. Right now anyone with a memory fab has a money printer. More people will build fabs, just like they did last time. It takes a bit but they'll get built.
- saulpw 7mo agoHow many companies have a memory fab? How many companies can build a memory fab?
- margalabargala 7mo agoIn both cases, more than 1!
- saulpw 7mo agoHm, are you sure? I was under the impression that only ASML could build SOTA fabs.
- margalabargala 7mo ago> I was under the impression that only ASML could build SOTA fabs. You're correct that this is true, but wrong in that it is not relevant. SOTA fabs are used for cutting edge CPU/GPU chips. You do not need a SOTA fab to create DDR5 memory or SSD memory. There are a number of companies able to create the lithography machines to do so, and dozens of actual operators of those machines.
- account42 7mo agoA good joke.