Has work begun on increasing RAM production capacity? My understanding is that these companies are specifically _not_ increasing capacity yet while they wait to see if the bubble bursts or not.
Has work begun on increasing RAM production capacity? My understanding is that these companies are specifically _not_ increasing capacity yet while they wait to see if the bubble bursts or not.
They decreased 2025 production, to increase memory prices, profits and their stock prices,https://news.ycombinator.com/item?id=46419776
Afaik production of nand was reduced as some of the lines can be repurposed for dram that's more in demand.
Significantly increasing supply is also a huge multi year investment into a new fab that'd likely not pay out when the artificial demand breaks down.
> Significantly increasing supply is also a huge multi year investment into a new fab
so, are there huge multi-year investments?
There aren't because nobody is betting on ai demand to last. Then they'd have a couple billion dollar fab sitting around doing nothing and employees that'd have to be fired.
There already was scaling back for dram and and production post COVID, where I believe nand was being sold close to cost because of oversupply