alt Hacker NewsMemory market has a special problem, it's usually on a boom and bust cycle, and so the actual factories don't want to overbuild capacity to get chips they cannot sell in 2-3 years when the "bust" part of the cycle comes.
Maybe AI is here to have changed that for the better, but we'll see if the hype dies down or we just ride through it and memory really never comes back to regular pricing
If you are Apple, Nvidia, AMD, Intel, Amazon, Microsoft, and there are many other companies out there, but out of the six companies, particularly the first five, you may need to rethink some things.
And one of those things is whether or not you can continue in business being tied to the three headed cabal. You can’t be at the same place two to four years from now. So the key question is what are you going to do put up with it or adapt and I don’t mean just write out a check.
But in the end, with the likelihood of the Chinese getting bigger in the memory market and the three-headed memory cabal, one or two of these companies are gonna have to change the way they do things, and if memory has become so vital, you may no longer be able to sit back and be a spectator on the sidelines and keep memory outside. Not if you want to build what you need to in a timely manner at a reasonable cost…