[ErneX]

Are they really adding capacity?

[xadhominemx]

Yes of course. Looking at the share prices of their suppliers— ASML, Lam Research, Applied Materials, etc.

[kvemkon]

But since when? There are public announcements about new energy deals since summer 2024. But I'm missing any information about similar RAM/NAND/HDD deals back then, so that corresponding shortages could be only for short time until, say, summer 2026.

[ReptileMan]

I am sure you can lock great prices for ram for 2035 delivery.

[cmxch]

If only on principle alone, could one secure a contract to buy a few TB of DDR5 memory to be delivered in 2035?

And if so, how?