| ▲ | zarzavat an hour ago | ||||||||||||||||
They're running a business not a charity. Their job is to manufacture what the market as a whole demands. If they can make more money making HBM than DDR4 then they have to make HBM. Why would a business go out of its way to make less money? | |||||||||||||||||
| ▲ | cosmic_cheese an hour ago | parent [-] | ||||||||||||||||
1. The AI bubble is an insane distortion and the gravy train isn’t going to last forever. Betting the farm on everlasting datacenter demand is myopic. 2. In a healthy, competitive market there would be smaller manufacturers that’d be happy to take up the big guys’ discarded business. | |||||||||||||||||
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