You still have to actually meet the demand. It's not good if you don't sell any products.
replyIt’s temporary revenue, it’s not as if those businesses are suddenly fundamentally better.
replyTo 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.
Temporary revenues for decades to come.
replyThat’s very much up for debate.
replyTrue - but what is happening now is very destructive to a lot of important companies.
replyIndeed. There's a reason the US government has historically stopped air traffic / railroad / longshore strikes: cascading effects.
replyIf 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.
I hear what you're saying but memory ultimately is not infrastructure, it's a commodity that's shipped over infrastructure.
replyThe 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.
The government interferes with many commodities. Food, oil, rare-earth elements, sugar, airplane frames, etc
replyIts 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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