Yes, that’s literally what I said about bubbles. The assertion in OP is that RAM pricing won’t go back to pre-bubble prices. If that is true, RAM manufacturing will be incredibly profitable post-AI-bubble and competition should emerge eventually.
It takes double digit billions to start a manufacturing plant and that’s when you already have people who know what to do.
Most countries can’t really afford this in their budgets and I’m saying countries because it’d be a stupid endeavour for most private enterprises to even attempt. CXMT (DRAM) and YMTC (NAND) absolutely are sponsored by China, which is the only real way to get one of those companies going these days.
Google, Apple, etc could start their own memory companies if they wanted to. But it’s a hell of an expense to justify to your investors.
Making RAM isn’t like making a shirt or a suitcase v it’s an extremely specialised and extremely expensive business, and this should be apparent given there are literally only 3 manufacturers in the world.
Yes, that’s literally what I said about bubbles. The assertion in OP is that RAM pricing won’t go back to pre-bubble prices. If that is true, RAM manufacturing will be incredibly profitable post-AI-bubble and competition should emerge eventually.
It takes double digit billions to start a manufacturing plant and that’s when you already have people who know what to do.
Most countries can’t really afford this in their budgets and I’m saying countries because it’d be a stupid endeavour for most private enterprises to even attempt. CXMT (DRAM) and YMTC (NAND) absolutely are sponsored by China, which is the only real way to get one of those companies going these days.
Google, Apple, etc could start their own memory companies if they wanted to. But it’s a hell of an expense to justify to your investors.
Making RAM isn’t like making a shirt or a suitcase v it’s an extremely specialised and extremely expensive business, and this should be apparent given there are literally only 3 manufacturers in the world.