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
Assuming they end up making it for export. The article makes it sound like other Chinese companies are already interested so they may be the primary customers
Assuming they end up making it for export. The article makes it sound like other Chinese companies are already interested so they may be the primary customers
Initially sure, but same thing happened with solar and EVs too. Eventually they hit the export phase, and then everybody gets to enjoy the treats.
Uhm excuse me that’s overcapacity. Europe has to ban CXMT products.
They will once daddy tells them to.