floofloofMar 17

Memory Makers Expect Shortages to End in Late 2028, Could Pause Expansion Plans

https://lemmy.ca/post/61930457

Memory Makers Expect Shortages to End in Late 2028, Could Pause Expansion Plans - Lemmy.ca

Lemmy

Show threadArcane2077
Not following through on expansion plans indicates that they’re expecting the bubble to burst
Mar 17 at 3:12pmWeb
Show threadboonhetMar 17

They’re most definitely hedging their bets.

If there’s a shortage and they don’t expand, they can charge more per unit. If they expand capacity and there’s no shortage, they’ll either have a bunch of unused capacity or memory will get cheaper than they’d like.