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For some reason I still haven't heard any predictions on when new fabs will come online to meet the current demand. This shouldn't be too hard to find out, sinc
by cubefox 5mo ago
For some reason I still haven't heard any predictions on when new fabs will come online to meet the current demand. This shouldn't be too hard to find out, since the building time of fabs is very predictable process.
The difficult question is more whether foreseeable memory demand will remain at the current level, grow even further, or shrink again.
- wmf 5mo agoNo new DRAM fabs are being built. That's why you don't see any predictions.
- cubefox 5mo agoSeems unlikely. Increased demand usually causes increased investment in increasing supply.
- ifwinterco 5mo agoNot necessarily in a notoriously cyclical industry where everyone has already been burned by doing exactly that multiple times
- cubefox 5mo agoWhat would they be doing with their enormous profits instead?
- ifwinterco 5mo agoReturn the money to shareholders instead of incinerating it
- wmf 5mo agoFor one thing they're paying enormous employee bonuses.
- cubefox 5mo agoThis was simply a lie: > No new DRAM fabs are being built. See https://manufacturing.economictimes.indiatimes.com/news/hi-tech/global-memory-chip-shortage-expected-to-last-till-2027/130395618 https://manufacturing.economictimes.indiatimes.com/news/hi-t...
- xadhominemx 5mo agoIt's very easy to find out when the new fabs come online. Try asking Claude or ChatGPT.
- cubefox 5mo agoThey say around 2028. See https://manufacturing.economictimes.indiatimes.com/news/hi-tech/global-memory-chip-shortage-expected-to-last-till-2027/130395618 https://manufacturing.economictimes.indiatimes.com/news/hi-t... Original source (paid): https://asia.nikkei.com/business/tech/semiconductors/memory-shortage-set-to-run-until-2027-as-chipmakers-focus-on-ai https://asia.nikkei.com/business/tech/semiconductors/memory-...