m4rtink
19 hours ago
It is allvsmoke and mirrors - the memory makes know better than anyone this money burning party will end sooner or later, so they will milk it as hard as they can. They will also invest zero money to capacity that would sit idle once the "AI craze of 2020s" is finally over.
guidedlight
17 hours ago
They have to expand capacity, Chinese company CXMT is scaling fast; Micron and SK need to protect their market share even if they risk trading at a loss in 2028.
happyPersonR
15 hours ago
If people read nothing else, they need to read this. Now that they have EUV etc CXMT and others in China will scale much much faster. They always had the EE’s and hardware people. I’m excited to see what happens.
Or they’ll just take the easy money and join the price fixing cartel
Or they’ll run the others out of business by doing a Walmart and then just jack up prices.
butvacuum
16 hours ago
the one opening in 2028 predates LLMs as we know them. It even predates CHIPS- because Micron got the appliction submitted in a couple months: which included the location.
Say what you want about AI- but we were already at peak "need more fabs" before openai yanked half of SKhynix and samsung's capacity.