Comment on Memory Makers Expect Shortages to End in Late 2028, Could Pause Expansion Plans
Arcane2077@sh.itjust.works 2 weeks ago
Not following through on expansion plans indicates that they’re expecting the bubble to burst
Comment on Memory Makers Expect Shortages to End in Late 2028, Could Pause Expansion Plans
Arcane2077@sh.itjust.works 2 weeks ago
Not following through on expansion plans indicates that they’re expecting the bubble to burst
boonhet@sopuli.xyz 2 weeks ago
They’re most definitely hedging their bets.
If there’s a shortage and they don’t expand, they can charge more per unit. If they expand capacity and there’s no shortage, they’ll either have a bunch of unused capacity or memory will get cheaper than they’d like.