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Enough of this. It is time to activate the Chinese. Seriously let ASML sell to CXMT etc.
by chvid 4mo ago
Enough of this.
It is time to activate the Chinese.
Seriously let ASML sell to CXMT etc.
- dist-epoch 4mo agoCXMT will sell their RAM.... to the AI labs
- chvid 4mo agoThey will sell and keep selling until the price is too low to justify production. And then some more to gain market share.
- djsjajah 4mo agoExcept, that won’t help. By the time a new fab is up and running, we will probably have a massive surplus.
- dzhiurgis 4mo agoYou assume demand for AI stays flat.
- johnvanommen 4mo ago> You assume demand for AI stays flat. RAM has become an asset class, like real estate, or orange juice, or cattle, or collectible cars. It’s wild to see. I don’t know if there is an options market or a futures market for RAM. But it seems inevitable. Imagine the United States hoarding RAM the way that nations of old hoarded gold.
- brikym 4mo ago$DRAM calls