People are panicking but market will correct itself. RAM is basically a solved technology and supply is limited by lack of factories not ability to manufacture.
On the other hand, we’re currently in the midst of what many people already consider to be an AI bubble, so investing in new DRAM factories might be considered too risky, since the bubble might have popped before it even gets production going.
People are panicking but market will correct itself. RAM is basically a solved technology and supply is limited by lack of factories not ability to manufacture.
On the other hand, we’re currently in the midst of what many people already consider to be an AI bubble, so investing in new DRAM factories might be considered too risky, since the bubble might have popped before it even gets production going.