Nobody (aside from China, for purely geopolitical reasons) really wants to invest billions of dollars in a multiple years long process that could be instantly undermined by the popping of the AI bubble.
This level of demand is not sustainable, and the big tech companies know it.
I thought ireland and a couple of other countries are stepping up quite a bit recently? I know they have been at the forfront of the EUs efforts to start building chips and have been doing so last 10 years to start scaling.
This isn’t really accurate, there’s been literally hundreds of billions invested over the past several years. The only reason prices are predicted to normalize after 2028 is because that’s when the new fabs come online that those investments are paying for.
Probably anyone who wants RAM. 2027 production is mostly already sold, the shortage isn’t going away until there’s more fabs. 2027 is more likely to see higher prices than lower.
Nobody (aside from China, for purely geopolitical reasons) really wants to invest billions of dollars in a multiple years long process that could be instantly undermined by the popping of the AI bubble.
This level of demand is not sustainable, and the big tech companies know it.
I thought ireland and a couple of other countries are stepping up quite a bit recently? I know they have been at the forfront of the EUs efforts to start building chips and have been doing so last 10 years to start scaling.
Just did a search, looks like its going to happen: https://wallstreettimes.com/intel-foundry-5-billion-ireland-chip-manufacturing-2026/
Seems like also for geopolitical reasons
This isn’t really accurate, there’s been literally hundreds of billions invested over the past several years. The only reason prices are predicted to normalize after 2028 is because that’s when the new fabs come online that those investments are paying for.
Who do you think is going to be buying DRAM at the current prices in 2027?
Before the bubble, there used to be oversupply of DRAM leading to price fixing scandals, that’s what will eventually happen again.
Probably anyone who wants RAM. 2027 production is mostly already sold, the shortage isn’t going away until there’s more fabs. 2027 is more likely to see higher prices than lower.