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Well, you know what they say. The best time to blow tens of billions you might never get back on a risky memory fab in your home country is ten years ago. The s
by isomorphic 11d ago
Well, you know what they say. The best time to blow tens of billions you might never get back on a risky memory fab in your home country is ten years ago. The second best time is today!
- whatever1 11d agoWill they ever not need memory for their products? Why have pants down exposure to the market prices? Specially when they have 300B in the bank and a fab costs what 20-30B? They are lucky they did not get squeezed out of tsmc too, otherwise they would have to re release the iPhone X in 2027.
- lelanthran 11d ago> a risky memory fab in your home country is ten years ago. What makes it risky? Do you think that Apple will pivot into something that doesn't require RAM? Maybe like an IBM, they pivot to services?
- timw4mail 11d agoRam is boom or bust industry. The big manufacturers remain because they were either wise in their bets or lucky.