3 ms·
The incentive is that your 2 competitors will build more than you and gain market share on you if you are too conservative. Samsung, SK Hynix, and Micron all h
by aurareturn 5mo ago
The incentive is that your 2 competitors will build more than you and gain market share on you if you are too conservative.
Samsung, SK Hynix, and Micron all have to balance between capex spending, making as much profit as possible, and risk of bankruptcy.
- deadbabe 5mo agoSo are the new competitors currently in progress of starting up? Because it takes at least several years.
- aurareturn 5mo agoOnly Chinese companies have a chance. Problem is that China can’t buy EUV machines and the most advanced memory chips now use EUV. Heck, the US is now pressuring ASML to not sell even DUV machines to China, period.
- jononor 5mo agoYeqh that is a challenge. DDR5 and LPDDR5X are both manufacturable with DUV. So let's hope they still get access to that...