| ▲ | walterbell 10 hours ago |
| 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 |
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