Comment on SK Hynix expect the hardware crisis to continue through 2030
alakey@piefed.social 4 hours agoI don’t think we ever had a handful of billionaires buying up every single component they can get their hands on before, though. And even if their companies technically “run out of money”, the government will just bail them out because they are “critical to the defense industry”.
Ptsf@lemmy.world 4 hours ago
Extreme surges in demand have happened before, and if you weren’t familiar the memory production market has actually always struggled with consistent long term demand, having several periods where they’d heavily cut production and investment. Which actually it’s worth saying there’s not much inherently special about Samsung/Sk/Micron beyond they had happened to have invested in the required R/D & Infrastructure to manufacture HBM at a time when it appeared to be far less lucrative. Memory was actually in such a surplus for the short time around covid prior to ai that they had implemented reduced production capacity. Now with the demand soaring in long term projections and a shortage in supply more will find it financially viable to accept the costs to enter the market, and the current 3 will ramp longterm supply even bringing full new fabs online. There’s scenarios where this isn’t the case, ofc, but it’s a general trend that has proven fairly reliable in modern industry and in specific the memory industry.
uncoveralpha.com/…/every-memory-cycle-ends-the-sa…
www.eetimes.com/dram-capex-to-plunge-28-in-2019/