Comment by margalabargala
4 hours ago
Exactly. Production of RAM, SSDs, etc is spread out enough that no one company/country/fab has a stranglehold on the market. Right now anyone with a memory fab has a money printer. More people will build fabs, just like they did last time. It takes a bit but they'll get built.
How many companies have a memory fab? How many companies can build a memory fab?
In both cases, more than 1!