On 1/7/26 11:22 AM, Noam Preil wrote:
> And I'm thankful that demand spikes like this end up generating
overproduction, meaning this time next year DDR5 will be cheaper than
ever.
The memory makers are on the record saying they're not going to
increase production because, in essence, they know the bubble is going
to pop and want to make sure that their prices stay high afterwards.
In other words, they know that demand spikes lead to overproduction
and decided they'd rather avoid meeting the current demand than have
oversupply later.
Of coruse, I'd say the same thing if i wanted people buying _now_ and
assuming things won't be cheaper later...
Regardless of management intent, they'll get sued by securities
ambulance chasers for taking the long view instead of optimizing
quarterly earnings.
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