Comment by blitzar
16 hours ago
> 8% to 9% of the worldwide DRAM market share in 2025
how much more do they need to ship to satisfy you?
16 hours ago
> 8% to 9% of the worldwide DRAM market share in 2025
how much more do they need to ship to satisfy you?
10x
Seems fair ... if they can capture (and ship) 90% of the global supply of memory they will be permitted to have a market cap of 0.1x Nvidia.