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by fauigerzigerk 33 days ago
Because predicting the future roughly as well as everyone else doesn't make you rich.

Predicting a surge in RAM supply after a surge in RAM demand and a huge increase in RAM margins is economics 101.

1 comments

We are still bound by natural resources, as much as economics 101 loves to ignore this simple fact.
Supply of RAM isn't really limited by natural resources - silicon is literally one of the most abundant materials on the planet. It's limited by the construction of billion dollar factories.
Scarcity of natural resources is squarely within the realm of economics 101.

The open question in my mind is for how long semiconductor demand will continue to grow faster than we can increase production capacity.