Memory Prices Indefinitely High: SK Hynix Says Shortage Continues Through 2030 We haven't been complaining about RAM prices quite as much on the podcast
On one hand it is an opportunity for CXMT to gain more market share. On the other when demand drops they will be left with excess capacity and that might discourage them from expanding.
People always find uses for computing power, and I expect running local AI models will only be getting more popular going forward. So, don’t really see demand collapsing.
On one hand it is an opportunity for CXMT to gain more market share. On the other when demand drops they will be left with excess capacity and that might discourage them from expanding.
People always find uses for computing power, and I expect running local AI models will only be getting more popular going forward. So, don’t really see demand collapsing.