alt Hacker NewsIt is allvsmoke and mirrors - the memory makes know better than anyone this money burning party will end sooner or later, so they will milk it as hard as they can. They will also invest zero money to capacity that would sit idle once the "AI craze of 2020s" is finally over.
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butvacuum • 08/18/2026
the one opening in 2028 predates LLMs as we know them. It even predates CHIPS- because Micron got the appliction submitted in a couple months: which included the location.
Say what you want about AI- but we were already at peak "need more fabs" before openai yanked half of SKhynix and samsung's capacity.
They have to expand capacity, Chinese company CXMT is scaling fast; Micron and SK need to protect their market share even if they risk trading at a loss in 2028.