Honest question: is this the first time this thing happens?
Besides the AI craze, to me it sounds kinda reasonable. Most large buyers (apple, public clouds, OEMs) do forecasting and orders in advance, right?
Honest question: is this the first time this thing happens?
Besides the AI craze, to me it sounds kinda reasonable. Most large buyers (apple, public clouds, OEMs) do forecasting and orders in advance, right?
Memory prices are cyclical. But this is bigger and longer than most cycles.
According to semiconductor industry stock market analysts, memory gets really expensive about once a decade on average so far.