- cross-posted to:
- nottheonion@lemmy.world
- cross-posted to:
- nottheonion@lemmy.world
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The best time to build a chip fab is 10 years ago. The second best time is right now.
AI companies gonna crash, and then memory manufacturers will be left with 50% oversupply no one wants to buy. So they don’t build new factories yet.
Don’t worry. The government will bail them out
and they lose even more money, since the order for chips is few years in advance too, and they cant manufacter enough non-ai ones.
That’s the thing though, people keep saying that but it hasn’t happened. And I don’t think it will ever crash, at most it will decline somewhat but I don’t think it’s going to hard crash.
Nah, they did that in the past, then demand suddenly went back to normal. That’s why my 64 GB DDR5 RAM was 200€ last year.
They are scared shitless to expand, because if they do and the AI bubble bursts they won’t make their money back. So they obviously prefer to constrain the supply, rake in massive profits and just wait it out.
Bro. You set the fucking prices you asshole.
horrible lede burying headline.
“That’s why I believe factories should be built not only in Honam but also in the U.S. If possible, they must be constructed. Trade pressures and various issues must be considered, which is why we are exploring options.” Chairman Chey stated, “We are currently searching for locations to build factories. We must find every possible site worldwide, evaluate which is best, fastest, and largest, prioritize them, and build quickly.”
Thank you. Semiconductor technology has been due for a big technological innovation for a while now, and not just for economic diversification.
The current economic situation is indicative of that. If there had already been more competition across the globe creating external pressure, maybe we’d have more breakthroughs and we wouldn’t be seeing such a strong economic and technological bottleneck
*Gold rush shovel seller:
Current shovel prices are “abnormally high”
semiconductor fab profits are also ‘abnormally high’.
Gee Chey…ya fuckin’ think so? Maybe you should double check. /s
it seems like he has his head screwed on straight, dealing with these long term boom/bust cycles has got to be a big part of the job
People keep acting like this is unprecedented, and maybe it hasn’t specifically happened this way before, but boom/bust seems to happen every few years.
To hear my dad and other older folks talk, though, it sounds like things were really good in the ’90s and they haven’t seen commission checks like that since.
