alt Hacker NewsHonest question: is this the first time this thing happens?
Besides the AI craze, to me it sounds kinda reasonable. Most large buyers (apple, public clouds, OEMs) do forecasting and orders in advance, right?
Replies
inigyou • yesterday at 7:51 PM
According to semiconductor industry stock market analysts, memory gets really expensive about once a decade on average so far.
Memory prices are cyclical. But this is bigger and longer than most cycles.