[zarzavat]

They're running a business not a charity. Their job is to manufacture what the market as a whole demands. If they can make more money making HBM than DDR4 then they have to make HBM. Why would a business go out of its way to make less money?

[cosmic_cheese]

1. The AI bubble is an insane distortion and the gravy train isn’t going to last forever. Betting the farm on everlasting datacenter demand is myopic.

2. In a healthy, competitive market there would be smaller manufacturers that’d be happy to take up the big guys’ discarded business.

[Chyzwar]

1. But it might last for at least few more years, see Nvidia 1 trillion backlog.

2. Semiconductor manufacturing is the most complex industrial process in the world. You need billions of capex and decades of experience. Even existing semi players like intel cannot switch production to memory.

China CXMT is gaing traction in DDR market. New fabs from all players wil come online in the next two years.

[fennecbutt]

>the gravy train isn’t going to last forever.

Have you seen how the modern stock markets works lmao? It hasn't been based on reality in a long time.

Hell just look at Trump, should've run outta money from all his bad deals ages ago but the grift continues.

[cosmic_cheese]

It's true that markets have no need to be rational, but everything has an end and it's usually sooner than anybody ever expects.

[mschuster91]

People have been saying AI is a bubble for at least a year now and, unfortunately, it still hasn't collapsed.

[iwontberude]

Deleted

[dktbs]

Not sure I understand this statement. Apple is affected by DRAM price fixing the same as any other PC manufacturer.

[iwontberude]

Ahh you are right, not sure where I got that from…

[doodlesdev]

That's incorrect. Apple purchases RAM from all of these providers to produce their unified memory. They also rely on TSMC fabs for all of the chips their memory relies on. If they haven't doubled the prices of their machines, that just goes to show how fat of a profit margin they take on everyone that buys from them...

[iwontberude]

I stand corrected, thank you!

[dabinat]

Apple just increased their prices a few days ago, citing high memory costs.

[iwontberude]

I am an idiot, sorry for wasting your time with confident bullshit.