Comment by econ
5 days ago
Can chose to increase production or embrace the scarcity. The later might look delicious on paper. More profit, less effort, less short term risk. All you have to do is ignore the whale in the room.
5 days ago
Can chose to increase production or embrace the scarcity. The later might look delicious on paper. More profit, less effort, less short term risk. All you have to do is ignore the whale in the room.
They are increasing production. Fabs take multiple years to come online. The modern semiconductor industry moves only very slowly and at very great cost.
There is no point in increasing production for a memory standard that will be phased out next year unless you're Chinese.