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
First new fabs are being opened this or next year last I heard. AI boom started in 2022 and fab construction and setup time is said to be 4 years (or more if there are issues).
Of course the question is, will they be making more DDR or more HBM…
I thought of the problem is they aren’t ramping up production because they think AI is a bubble
First new fabs are being opened this or next year last I heard. AI boom started in 2022 and fab construction and setup time is said to be 4 years (or more if there are issues).
Of course the question is, will they be making more DDR or more HBM…