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doom2 | 2 months ago

Has work begun on increasing RAM production capacity? My understanding is that these companies are specifically _not_ increasing capacity yet while they wait to see if the bubble bursts or not.

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walterbell|2 months ago

They decreased 2025 production, to increase memory prices, profits and their stock prices,https://news.ycombinator.com/item?id=46419776

Numerlor|2 months ago

Afaik production of nand was reduced as some of the lines can be repurposed for dram that's more in demand.

Significantly increasing supply is also a huge multi year investment into a new fab that'd likely not pay out when the artificial demand breaks down.