Thread

1. ocd · 1790861971 · focus · HN ↗

   I'm not a business guy, but I think I would be very worried if I created any opening (even on the very long term) for competition to justify itself being built up to meet demand (or national security requirements of other countries) on an industry I mostly control, because I prioritized extremely high prices for a few years that might have the effect of changing the arithmetic for potential competitors that wouldn't have done it before.

   It makes me consider whether there would be retaliation in later years against the US intellectual property system in countries other than China. While RAM is a tangible product, the areas it serves aren't really.

   1. Tuna-Fish · 1790863383 · focus · HN ↗

      They are not prioritizing extremely high prices. TSMC has a similar waiting list, so does ever other tool manufacturer. Memory capacity is being increased approximately as fast as it can be.

      1. muddi900 · 1790867504 · focus · HN ↗

         That is not true. Semiconductor industry saw a similar supply crunch during covid and spent heavily for capacity. And when the crunch tapered off, they were left holding the bag.

         Micron would probably not even exist, or be a sticker brand for some Chinese conglomerate if not for this supply shock.

         They are a lot more reticent this time around.

         1. CamperBob2 · 1790871639 · focus · HN ↗

            Nobody is holding any post-COVID bags right now. Every fab and factory is either running balls-out or waiting on something.

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