In the end, with the current market prices, chips factories and data centers are being built all over with the assumption of exponential demand growth. When the excitement and demand for AI cools, we will enjoy the additional capacity and better prices. Also see: fiber bandwidth post 2000. Capital poured in, overbuilding happened, prices collapsed after the crash.

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doom2 11 hours ago | parent [-]

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.

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walterbell 10 hours ago | parent [-]

They decreased 2025 production, to increase memory prices, profits and their stock prices,https://news.ycombinator.com/item?id=46419776

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Numerlor 10 hours ago | parent [-]

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.

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riku_iki 7 hours ago | parent [-]

> Significantly increasing supply is also a huge multi year investment into a new fab

so, are there huge multi-year investments?

	▲	Numerlor 3 hours ago \| parent [-]
		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