Surely they will increase their production? I can’t imagine being a DRAM manufacturer and not wanting to jump on the pricing boom. Even if they have to ramp down again in a year, the gains would be worth it.
As a side note, I do not know how long it takes to ramp up a DRAM factory. It may take a few years in which case we will have to ride out the storm as consumers.
If they also view this as a bubble, they have to weigh how long the bubble will last, and what happens to the investment in equipment required after the bubble pops. It may not be worth the investment if they think it’ll only last 1-2 yrs and it takes them 1-1.5 to spin that up.
Not to mention all the extra costs in raw materials/logistics of getting more materials into the factory and more chips out. You start shifting to “can the local infrastructure handle that?” Or is it near capacity and will either need improvements as well or if they’d be better off building a new facility elsewhere and everything associated with that.
It’s a complicated mess, and again, might just be a bubble.
Surely they will increase their production? I can’t imagine being a DRAM manufacturer and not wanting to jump on the pricing boom. Even if they have to ramp down again in a year, the gains would be worth it.
As a side note, I do not know how long it takes to ramp up a DRAM factory. It may take a few years in which case we will have to ride out the storm as consumers.
If they also view this as a bubble, they have to weigh how long the bubble will last, and what happens to the investment in equipment required after the bubble pops. It may not be worth the investment if they think it’ll only last 1-2 yrs and it takes them 1-1.5 to spin that up.
Not to mention all the extra costs in raw materials/logistics of getting more materials into the factory and more chips out. You start shifting to “can the local infrastructure handle that?” Or is it near capacity and will either need improvements as well or if they’d be better off building a new facility elsewhere and everything associated with that.
It’s a complicated mess, and again, might just be a bubble.