And, ladies, there is also a long line of you wanting to suck my enormous dick, so if you want in, please fill out the application and I’ll notify you of any openings in my schedule, the memory maker CEO continued.
This self-serving corporate propaganda doesn’t deserve to be posted.
[Edit: Apologies to OP, the article itself is actually quite alright.]
You don’t have a customery law right to memory. This applies to most things, really. The shortage definitely is real. The consequences may be Chinese memory makers getting to participate in the market. High profits are bad for many sides for it causes upstarts to get hungry and gives them a foothold in the market.
Yup, this is a golden opportunity for China. There’s a few hurdles left, but if they can clear them we could see this as the start of China absolutely dominating the memory market and these greedy morons are handing it to them on a silver plater.
If this were sustainable though, you’d see the scrambling to bring up new capacity. They’d be breaking ground all over. Because it’s not like they don’t have the money right?
Even if this was sustainable and they did scramble to build new fabs you would have to wait to around 2030 to see any production. And prices would have to grow much higher to finance that bonanza. Writing memory chips is done most efficient to make memory filthy cheap. It still is somewhat affordable considering the die area.
And they probably don’t believe in sustained demand through the next 15 years. Memory prices always have been in flux and those that over invest in times of booms are exiting the market bankrupt. It’s among the most cut throat industries.
Yes, I don’t disagree. But they aren’t, and that should be telling. If AI was as advertised, they 100% would be starting build out right now. Because it would be replacing everyone and their product is central to current wasteful processes. They know it won’t. But are happily riding the bubble for the moment.
Making Hay while the sun is up isn’t particularly evil. Sell those shovels. Everyone is quite aware of the potential of a crash. What are they supposed to do? If they were to sell their RAM below worth ai could just gobble it up on the free market anyway.
Edit: Oops. I was wrong. This is actually a pretty legit article.
spoiler
The shortage definitely is real
Of course it is, the question is if we should devote news space to uncritically printing what self-interested parties say.
If someone had definitely been murdered, you wouldn’t run a brief article titled Bitch totally deserved it, murderer reports that just repeats what they said.
And, ladies, there is also a long line of you wanting to suck my enormous dick, so if you want in, please fill out the application and I’ll notify you of any openings in my schedule, the memory maker CEO continued.
This self-serving corporate propaganda doesn’t deserve to be posted.[Edit: Apologies to OP, the article itself is actually quite alright.]
You don’t have a customery law right to memory. This applies to most things, really. The shortage definitely is real. The consequences may be Chinese memory makers getting to participate in the market. High profits are bad for many sides for it causes upstarts to get hungry and gives them a foothold in the market.
Yup, this is a golden opportunity for China. There’s a few hurdles left, but if they can clear them we could see this as the start of China absolutely dominating the memory market and these greedy morons are handing it to them on a silver plater.
They aren’t particularly greedy or morons though. It’s not like they can print more memory than their machines can print and their running full bore.
And getting new printers is expensive and very time consuming. Increasing production is simply put impossible.
If this were sustainable though, you’d see the scrambling to bring up new capacity. They’d be breaking ground all over. Because it’s not like they don’t have the money right?
Even if this was sustainable and they did scramble to build new fabs you would have to wait to around 2030 to see any production. And prices would have to grow much higher to finance that bonanza. Writing memory chips is done most efficient to make memory filthy cheap. It still is somewhat affordable considering the die area.
And they probably don’t believe in sustained demand through the next 15 years. Memory prices always have been in flux and those that over invest in times of booms are exiting the market bankrupt. It’s among the most cut throat industries.
Yes, I don’t disagree. But they aren’t, and that should be telling. If AI was as advertised, they 100% would be starting build out right now. Because it would be replacing everyone and their product is central to current wasteful processes. They know it won’t. But are happily riding the bubble for the moment.
Making Hay while the sun is up isn’t particularly evil. Sell those shovels. Everyone is quite aware of the potential of a crash. What are they supposed to do? If they were to sell their RAM below worth ai could just gobble it up on the free market anyway.
Edit: Oops. I was wrong. This is actually a pretty legit article.
spoiler
Of course it is, the question is if we should devote news space to uncritically printing what self-interested parties say.
If someone had definitely been murdered, you wouldn’t run a brief article titled Bitch totally deserved it, murderer reports that just repeats what they said.
That’s stenography, not journalism.