sure, if there werent capitalists digging their moat. in 1 year local inferwnce doubled cost from ram alone because cloud vendors cornered markets on their circular cash flow expectations.
Yeah but Samsung/Micron/SK hynix are building new fabs, and Chinese Ram will be able to fully supply the lower end ddr5 ram market within 2 years. The crunch is temporary and on the other side of it there will be incredible hardware at the $10-20k price point.
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sure, if there werent capitalists digging their moat. in 1 year local inferwnce doubled cost from ram alone because cloud vendors cornered markets on their circular cash flow expectations.
Yeah but Samsung/Micron/SK hynix are building new fabs, and Chinese Ram will be able to fully supply the lower end ddr5 ram market within 2 years. The crunch is temporary and on the other side of it there will be incredible hardware at the $10-20k price point.
There’s a shitload of money to be made in RAM fabrication. Costs will come down a ton.
sure, and there more in becoming a diamond cartel. you have yoo much optimism for real market forces.
RAM industry is larger.