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by Numerlor 179 days ago
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.
1 comments
riku_iki 179 days ago
> Significantly increasing supply is also a huge multi year investment into a new fab

so, are there huge multi-year investments?

link
Numerlor 179 days ago
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

link