Comment by nerdsniper
3 hours ago
> I don't think supply is catching with demand yet.
It will take a couple years. Either AI has to have a big crash or YMTC has to grow their production 3-8x before prices come back down to levels from 12 months ago.
3 hours ago
> I don't think supply is catching with demand yet.
It will take a couple years. Either AI has to have a big crash or YMTC has to grow their production 3-8x before prices come back down to levels from 12 months ago.
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