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by chvid 2 hours ago
Enough of this.

It is time to activate the Chinese.

Seriously let ASML sell to CXMT etc.
2 comments
dist-epoch 2 hours ago
CXMT will sell their RAM.... to the AI labs
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chvid 1 hour ago
They will sell and keep selling until the price is too low to justify production. And then some more to gain market share.
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djsjajah 2 hours ago
Except, that won’t help. By the time a new fab is up and running, we will probably have a massive surplus.
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dzhiurgis 2 hours ago
You assume demand for AI stays flat.
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