RE: https://mastodon.social/@asymco/116556065531107429
“There’s never been a semiconductor boom that’s not followed by a semiconductor bust. Never. And they [RAM suppliers] know it.
So they’re happy to make mint on this volatility right now. So much so that I heard Samsung’s making more money now with memory than Nvidia’s making with their processors. So memory suddenly is the new gold. A year ago, two years ago, it was about compute. Now it’s memory. Who knows what’s next?”
