Nearly the entire reason we're in this mess is because RAM/SSD/HDD makers are terrified of AI bubble bursting.
Long-term contracts, not building new fabs - they're in full on hedging mode right now.
Nearly the entire reason we're in this mess is because RAM/SSD/HDD makers are terrified of AI bubble bursting.
Long-term contracts, not building new fabs - they're in full on hedging mode right now.
If the long term contact are with any AI companies, then good luck getting anything back in bankrupcy proceedings!
Seemingly the AI bulls are either not sufficiently optimistic, or not sufficiently wealthy(?!), to build new fabs as joint ventures with the manufacturers in which they agree to assume most of the downside risk?