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wmf
1mo ago
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No new DRAM fabs are being built. That's why you don't see any predictions.
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cubefox
1mo ago
· 2 in thread
Seems unlikely. Increased demand usually causes increased investment in increasing supply.
ifwinterco
1mo ago
Not necessarily in a notoriously cyclical industry where everyone has already been burned by doing exactly that multiple times
cubefox
1mo ago
What would they be doing with their enormous profits instead?
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