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Except, that won’t help. By the time a new fab is up and running, we will probably have a massive surplus.
by djsjajah 4mo ago
Except, 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