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in a sense that's exactly what cartel wants - to lure out investments that will get squashed into uselessness by supply flood that will follow
by NooneAtAll3 5mo ago
in a sense that's exactly what cartel wants - to lure out investments that will get squashed into uselessness by supply flood that will follow
- brcmthrowaway 5mo agoWho is the cartel? SK Hynix, Samsung and Micron? They should be banned.
- Danox 5mo agoThis AI memory crisis will be their last big payday. I think the Chinese will take advantage of this and take over the memory market worldwide, excluding the United States and some parts of Europe. The rest of the world will end up using Chinese memory.
- bombcar 5mo agoThe key is Apple can be their own customer and just not care anymore. It’ll probably only be worth it if it enables something “new” like more bigger Ultra chips or something.
- NooneAtAll3 5mo agoand that's part of risk management, on both sides does Apple have enough of a design moat to overcome eventual overprice compared to competitors when "outisde" production is 2,4,10x cheaper does Apple have enough of income/savings to maintain internal production capacity if it decides to switch back to outside sources or can Apple acquire enough fab competence to negate internal/external price difference we'll see how it plays out
- Danox 5mo agolong-term if you want to build new devices, which are smaller faster better memory is gonna have to come in house. How does the Apple Vision, Apple Watch get smaller and four or five times faster? How do you make those Apple Glasses in the future if you don’t have that capability memory, modem etc.. in house?