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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Chyzwar 35 minutes ago | parent | next [-]

1. But it might last for at least few more years, see Nvidia 1 trillion backlog.

2. Semiconductor manufacturing is the most complex industrial process in the world. You need billions of capex and decades of experience. Even existing semi players like intel cannot switch production to memory.

China CXMT is gaing traction in DDR market. New fabs from all players wil come online in the next two years.

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iwontberude 2 hours ago | parent | prev [-]

Deleted

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dktbs an hour ago | parent [-]

Not sure I understand this statement. Apple is affected by DRAM price fixing the same as any other PC manufacturer.

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iwontberude 26 minutes ago | parent [-]

Ahh you are right, not sure where I got that from…

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doodlesdev 11 minutes ago | parent | next [-]

That's incorrect. Apple purchases RAM from all of these providers to produce their unified memory. They also rely on TSMC fabs for all of the chips their memory relies on. If they haven't doubled the prices of their machines, that just goes to show how fat of a profit margin they take on everyone that buys from them...

	▲	iwontberude 4 minutes ago \| parent [-]
		I stand corrected, thank you!

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dabinat 8 minutes ago | parent | prev [-]

Apple just increased their prices a few days ago, citing high memory costs.

	▲	iwontberude 3 minutes ago \| parent [-]
		I am an idiot, sorry for wasting your time with confident bullshit.