And it's worse than that, Micron said that converting capacity to HBM was at a 3:1 ratio, so that 250k HBM could be up to 750k in non-HBM. Fortunately, some of the increase is due to improved processes.
replyKeep in mind that total manufacturing capacity is increasing as well. Perhaps not enough to fully offset, but it's incorrect to assume that supply capacity is flat.
replyIt'll take a lot of time.
replyMicron has been working on expanding in Boise since around 2023. They are predicting that the first new chips will start rolling out around 2027.
I don't think we'll see any relief until at least 2028 or even later. And even then, probably not without antitrust laws being enforced. Because you know memory manufacturers won't just simply drop prices, they have a long history of price fixing.
Question is what does the demand curve for regular ram look like also? If regular production is on a 10% increase curve but a 40% demand curve than we've been at the samw place.
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