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new fabs is iffy… samsung chose not to scale up production because they’re betting that the AI bubble is just a bubble, and in that case any change in the short term will be bad in the long term… building a factory for DRAM takes years: let’s hope the bubble of AI enshittification doesn’t last that long
new fabs is iffy… samsung chose not to scale up production because they’re betting that the AI bubble is just a bubble, and in that case any change in the short term will be bad in the long term… building a factory for DRAM takes years: let’s hope the bubble of AI enshittification doesn’t last that long