2026-08-31 23:02 UTC
I thought of the problem is they aren’t ramping up production because they think AI is a bubble
Replies (2)
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@gedaliyah@lemmy.world 2026-09-01 06:15
No, they are definitely ramping up production, just not nearly fast enough. Chip factories take longer to build than data centers.
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@boonhet@sopuli.xyz 2026-09-01 06:33
First new fabs are being opened this or next year last I heard. AI boom started in 2022 and fab construction and setup time is said to be 4 years (or more if there are issues). Of course the question is, will they be making more DDR or more HBM…