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Manufacturers know demand will last to the extent that big companies are willing to commit to purchases over a given period of time, but supply today is still c
by incrudible 29d ago
Manufacturers know demand will last to the extent that big companies are willing to commit to purchases over a given period of time, but supply today is still constrained by capacity built for the pre LLM era. The 500 billion put in by Samsung/SKHynix will increase modern DRAM by roughly 50% but it wont be fully online until 2030.
- m4rtink 29d agoIt might be fully online by 2030 if the current demand lasts. IMHO the demand is unsustainable & build on circular financing deals and hidden debt with no way to be ever profitable. The memory cartel would be crazy to actually invest into new capacity at this point.