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It might be fully online by 2030 if the current demand lasts. IMHO the demand is unsustainable & build on circular financing deals and hidden debt with no way t
by m4rtink 2mo ago
It might be fully online by 2030 if the current demand lasts. IMHO the demand is unsustainable & build on circular financing deals and hidden debt with no way to be ever profitable.
The memory cartel would be crazy to actually invest into new capacity at this point.