3 ms·
Honest question: is this the first time this thing happens? Besides the AI craze, to me it sounds kinda reasonable. Most large buyers (apple, public clouds, OE
by znpy 2mo ago
Honest question: is this the first time this thing happens?
Besides the AI craze, to me it sounds kinda reasonable. Most large buyers (apple, public clouds, OEMs) do forecasting and orders in advance, right?
- inigyou 2mo agoAccording to semiconductor industry stock market analysts, memory gets really expensive about once a decade on average so far.
- trynumber9 2mo agoMemory prices are cyclical. But this is bigger and longer than most cycles.