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by chvid19 hours ago |
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upvoteby HarHarVeryFunny8 hours ago|
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I thought CXMT already have plenty of capacity - Apple are currently talking to the US government for blessing to buy from them.

Other manufactures like Micron do have aggressive expansion plans, but fabs take a long time to build and bring online - multiple years.

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upvoteby vdfs19 hours ago|
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> (PS: It is time to let ASML sell to CXMT.)

Why? High demand and low supply is very good for shareholders and make indexes go up, their goal is not to meet demand, they want exponential qurartly revunes

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upvoteby inigyou9 hours ago|
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You still have to actually meet the demand. It's not good if you don't sell any products.
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upvoteby stingraycharles19 hours ago|
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It’s temporary revenue, it’s not as if those businesses are suddenly fundamentally better.

To me it seems like they’re just riding the AI hype out, expecting a crash after, and not willing to risk a lot of capital on someone else’s bubble.

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upvoteby Foobar85688 hours ago|
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Temporary revenues for decades to come.
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upvoteby stingraycharles6 hours ago|
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That’s very much up for debate.
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upvoteby chvid18 hours ago|
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True - but what is happening now is very destructive to a lot of important companies.
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upvoteby ethbr118 hours ago|
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Indeed. There's a reason the US government has historically stopped air traffic / railroad / longshore strikes: cascading effects.

If memory is now upstream of so many companies, then maybe a higher regulatory involvement would be appropriate (like power companies).

Specifically, and it could fix all of this, capping the max % of their supply they're allowed to sell into the AI space.

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upvoteby nixon_why6918 hours ago|
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I hear what you're saying but memory ultimately is not infrastructure, it's a commodity that's shipped over infrastructure.

The arguments for infrastructure being managed more tightly by the government is because it's a natural monopoly that everything depends on. Memory isn't a natural monopoly, if we found ourselves in a spot where we all depend on 3 companies then that's not a law of nature, we need more companies.

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upvoteby 0cf8612b2e1e8 hours ago|
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The government interferes with many commodities. Food, oil, rare-earth elements, sugar, airplane frames, etc
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upvoteby preisschild15 hours ago|
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Its not like demand will be lowered by this though, I dont see how this would be bad for ASML (besides PR-China generally not respecting IP and them reverse engineering it)
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upvoteby tooltalk8 hours ago|
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Don't really need the EUVs for commodity DRAMs and China has plenty of DUVs capable of 10nm. CXMT's DDR5 is known to use 1z nodes (17nm) vs 1c (10nm) used by the big three -- ie, higher cost, less efficiency, less density.

The big three are also expanding their capacity. IMO, it seems to make more sense to sell equipments to those who could make better, efficient use of them. ASML has a backlog of €38.8 billion and is fully booked for 2027.

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upvoteby znpy15 hours ago|
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I just thought… didn’t Intel start as a memory chip company?

Couldn’t intel repurpose some of its fabs (maybe the old ones?) to produce memory?

I’m no expert but… seems like an easy win?

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upvoteby inigyou9 hours ago|
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You want a bunch of 4 kilobyte DRAM chips with an interface that predates DDR1, for your Commodore 64?
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