alt Hacker News1. The AI bubble is an insane distortion and the gravy train isn’t going to last forever. Betting the farm on everlasting datacenter demand is myopic.
2. In a healthy, competitive market there would be smaller manufacturers that’d be happy to take up the big guys’ discarded business.
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fennecbutt • today at 8:19 PM
>the gravy train isn’t going to last forever.
Have you seen how the modern stock markets works lmao? It hasn't been based on reality in a long time.
Hell just look at Trump, should've run outta money from all his bad deals ages ago but the grift continues.
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iwontberude • today at 4:42 PM
People will remember these shenanigans and will buy Apple after getting ripped off by PC manufacturers.
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1. But it might last for at least few more years, see Nvidia 1 trillion backlog.
2. Semiconductor manufacturing is the most complex industrial process in the world. You need billions of capex and decades of experience. Even existing semi players like intel cannot switch production to memory.
China CXMT is gaing traction in DDR market. New fabs from all players wil come online in the next two years.