4 ms·
Good point, it's a risk but so far the Chinese competition isn't up to par and it's unclear whether they'll be able to exploit the current window of opportunity
by ahartmetz 6mo ago
Good point, it's a risk but so far the Chinese competition isn't up to par and it's unclear whether they'll be able to exploit the current window of opportunity.
- FooBarWidget 6mo agoYou think this window is short? We've been dealing with this for years and years, and to me it seems more like incumbent manufacturers are too comfortable milking cash cows.
- ahartmetz 6mo agoThis window of opportunity (very high RAM prices) opened about half a year ago.
- FooBarWidget 6mo agoThat's only for normal RAM. I'm talking about broader aspect: HBM shortage and high prices have been around for longer, and Chinese manufacturers are also climbing up and expanding there.