3 ms·
Why has there been such an obvious repeating price cycle in the last 20 years? Is that due to node sizes or generations or fabs coming online or what?
by MBCook 4mo ago
Why has there been such an obvious repeating price cycle in the last 20 years?
Is that due to node sizes or generations or fabs coming online or what?
- veqq 4mo agoCyclical industries are very common.
- vkazanov 4mo agoMemory semis are a classical example of a cyclical industry: simulaneous capacity investments -> overproduction -> price crash -> ... This cycle is the first one than truly breaks the trend. It seems that the industry NEVER needed thus nuch memory for this long. Also, given the history, producers are afraid to overivest, and newer players from china are lagging behind for now.