you are viewing a single comment's thread
view the rest of the comments
[–] 8 points 4 months ago (1 child)

Why aren't we seeing more factories being built if it is in such high demand? It seems to me like this is an opportunity to print money.

  • source
  • hideshow 1 child comment
  • [–] 7 points 4 months ago*

    Memory makers are afraid the demand won't last long, and then they'll be stuck with a bunch of extra factories. They'd rather chill with high margins.

    Maybe Lenovo thinks the demand will last long term, but they don't make their own RAM so it's not their choice.

    Also 2030 is pretty short term, it takes years for a new factory to come online.

  • source
  • parent