Are they really adding capacity?
replyYes of course. Looking at the share prices of their suppliers— ASML, Lam Research, Applied Materials, etc.
replyBut since when? There are public announcements about new energy deals since summer 2024. But I'm missing any information about similar RAM/NAND/HDD deals back then, so that corresponding shortages could be only for short time until, say, summer 2026.
replyI am sure you can lock great prices for ram for 2035 delivery.
replyIf only on principle alone, could one secure a contract to buy a few TB of DDR5 memory to be delivered in 2035?
replyAnd if so, how?
Few TB probably not, but few EB I think you will be able to make a contract.
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