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.
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.