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At least for RAM that's not happening. Modern hardware is extremely hard to manufacturer so the moat is huge. We have a handful of makers that silently collude
by oblio 2mo ago
At least for RAM that's not happening. Modern hardware is extremely hard to manufacturer so the moat is huge. We have a handful of makers that silently collude to keep profits up.
Even if that weren't the case, spinning up new fabs takes a long time, 5+ years.