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I think it's kind of inevitable for somebody to take up a RAM factory to sell for normal consumers and brands even if it means less profit the sales would be mu
by realaknez 5mo ago
I think it's kind of inevitable for somebody to take up a RAM factory to sell for normal consumers and brands even if it means less profit the sales would be much bigger. The question is if somebody is kind enough to do so.
- rswail 5mo agoI read somewhere that there are other memory manufacturers in CN that are pivoting to consumer RAM to fill the gap. Personally I think the AI boom will crash out when all of these datacentres get rationalized. RAM manufacturers will crash as is normal in the semiconductor market.