top | item 46144023 (no title) jakebasile | 2 months ago Hopefully this blows over in a few years and you’re right and I’m just catastrophizing. discuss order hn newest loeg|2 months ago One way or another. Either the AI stuff cools off, or the RAM people spin up more fabs. pbhjpbhj|2 months ago Well there's like 4 RAM manufacturers, so probably they will spin up new fabs but continue to collude to keep prices high. load replies (1) deltoidmaximus|2 months ago They already said they aren't going to increase supply, most likely because they think the AI bubble will pop and they'd be stuck holding the bag. load replies (1)
loeg|2 months ago One way or another. Either the AI stuff cools off, or the RAM people spin up more fabs. pbhjpbhj|2 months ago Well there's like 4 RAM manufacturers, so probably they will spin up new fabs but continue to collude to keep prices high. load replies (1) deltoidmaximus|2 months ago They already said they aren't going to increase supply, most likely because they think the AI bubble will pop and they'd be stuck holding the bag. load replies (1)
pbhjpbhj|2 months ago Well there's like 4 RAM manufacturers, so probably they will spin up new fabs but continue to collude to keep prices high. load replies (1)
deltoidmaximus|2 months ago They already said they aren't going to increase supply, most likely because they think the AI bubble will pop and they'd be stuck holding the bag. load replies (1)
loeg|2 months ago
pbhjpbhj|2 months ago
deltoidmaximus|2 months ago