9 pointsby giuliomagnifico10 hours ago1 comment
  • digitalPhonix3 hours ago
    Water is wet. It is in the interest of SK Hynix (and Micron/Samsung etc.) to convince people that the shortage is not a short term issue regardless of whether it is or not.

    I’ll believe it’s a long term shortage if DRAM fabs are being built simultaneously with the bleating.