alt Hacker NewsAnd what happens if the market settles back down or the leading memory tech pivots away from what you invested all this capital and time chasing?
You'd need a very strong, very particular forecast to make such a costly bet. And conversely, it may say something about their internal forecasts that they're not making the bet.
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> And conversely, it may say something about their internal forecasts that they're not making the bet.
It says they are no longer worried about being punished for monopolistic behavior and have bet a “ballroom donation” will exempt them from another round of punishment.
I feel like folks around here have already forgotten about the last time the memory suppliers quietly agreed to keep raising prices and stop competing with each other.
Meta spent more on the Metaverse, it’s all the most certainly something they can afford to take a hit on and they won’t because memory and CPU usage is only going to go up from this point on.
Why should society care about people making profits? Society would greatly benefit from cheap abundant ram than FAANG shares going up. I'm kinda sick about only caring that some billionaire makes more money and would rather you know... actually improve conditions to better society.
This is why China is eating the West. Quite easy to start an electronics company when you have such an abundance of suppliers, compare this to America where there is maybe one or two players in the entire nation.
Quite pathetic, but we live in a pathetic world so it tracks.
> And conversely, it may say something about their internal forecasts that they're not making the bet.
Idk if you can read into it that way.
All these companies have cafeterias but you don't see them investing into farmland so they can get their bananas a few cents cheaper.
But also why bother spending 20B on a fab when you can invest 20B into TSMC and let them build the fab?