A new report suggests that all three memory manufacturers — Samsung, SK Hynix, and Micron — have collectively sold through their 2027 memory manufacturing capacity to AI companies.
Capitalists wet dream is to make more money without investing any new capital. Chip fabs are in a situation like that where they can make buttload more money without changing anything except charging more.
Nothing will change because the alternative is investing billions just to keep the price down. They’d rather pocket the billions now.
Capitalists wet dream is to make more money without investing any new capital. Chip fabs are in a situation like that where they can make buttload more money without changing anything except charging more.
Nothing will change because the alternative is investing billions just to keep the price down. They’d rather pocket the billions now.