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by doom2
21 days ago
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I'm not sure what to believe. If the AI craze is what people here say it is, then RAM producers should be eagerly planning new fabs to spin up (you know, economics 101 increasing supply to meet demand). If RAM producers aren't planning on capacity increases, then maybe the AI craze isn't that real. If RAM is a boom/bust industry, then shouldn't we be anticipating a bust in the next few years? Or is the industry not as cyclical as people make it out to be? |
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