4 ms·
waiting for you[0] to lay the $10B on the table for a new DDR fab - there's only so long I can wait for a new PC for the kids [0] can actually be anyone
by baq 4mo ago
waiting for you[0] to lay the $10B on the table for a new DDR fab - there's only so long I can wait for a new PC for the kids
[0] can actually be anyone
- m4rtink 4mo agoWell a couple Chinese RAM companies already did that a couple years ago & now they are getting the global consumer market handed on a silver platter due to the hubris and shortsightedness of the current RAM cartel.
- baq 4mo agothe 'cartel' almost went bankrupt the last cycle where they overbuilt capacity into lower demand, so they are legit scared of avoid this scenario at all costs. if the chinese DRAM is any good, prices should start stabilizing... I wouldn't get my hopes up too high on them going back to the before times level anytime soon, however.