Comment on Memory Makers Expect Shortages to End in Late 2028, Could Pause Expansion Plans

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CmdrShepard49@sh.itjust.works ⁨4⁩ ⁨days⁩ ago

Frequently the attitude towards equipment is that it can be sold once they’re done with it. Particularly specialized equipment might sit a little longer but that’s built in to the calculation.

As someone tangentially related to all this, I’m not so sure how accurate this is. The equipment we have isn’t ever sold until its completely deprecated and the space is needed for new tooling as a lot of this equipment takes years of planning, installation, and qualification before its ever allowed into production (along with strict service term contracts). The market is also relatively small and this would effect everyone equally, so I’m not sure how solid a plan like this would be. I imagine it would be similar to the housing market after the '08 crash where everyone is trying to unload dead weight at the same time which further devalues everything at a time when capital is desperately needed and sales have plunged off a cliff.

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