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.
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.