alt Hacker NewsIn their defense, how many $20 billion fabs do you want to build in response to the AI ... (revolution|bubble|other words)? It seems very, very difficult to predict how long DRAM demand will remain this elevated.
It's dangerous for them in both directions: Overbuilding capacity if the boom busts vs. leaving themselves vulnerable to a competitor who builds out if the boom is sustained. Glad I don't have to make that decision. :)
I don’t think they’re working at 100% capacity or don’t have any other FAB that they can utilize for other low profit stuff.
Let’s check their books and manufacturing schedule to see if they’re artificially constraining the supply to jack up the prices on purpose.