But since when? There are public announcements about new energy deals since summer 2024. But I'm missing any information about similar RAM/NAND/HDD deals back then, so that corresponding shortages could be only for short time until, say, summer 2026.
Are they really adding capacity?
Yes of course. Looking at the share prices of their suppliers— ASML, Lam Research, Applied Materials, etc.
But since when? There are public announcements about new energy deals since summer 2024. But I'm missing any information about similar RAM/NAND/HDD deals back then, so that corresponding shortages could be only for short time until, say, summer 2026.
I am sure you can lock great prices for ram for 2035 delivery.
If only on principle alone, could one secure a contract to buy a few TB of DDR5 memory to be delivered in 2035?
And if so, how?
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