3 ms·
No new DRAM fabs are being built. That's why you don't see any predictions.
by wmf 5mo ago
No 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...