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Microsoft doesn't know what to do about the memory pricing crisis Microsoft is causing (www.pcgamer.com)
submitted 3 months ago by to c/technology@lemmy.world
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[–] 9 points 3 months ago (3 children)

The “demand” is in the future. It may never be realized. There’s no money in starting a chip fab when there’s only a manufactured shortage. The chip companies aren’t adding capacity because they don’t need it.

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  • [–] 8 points 3 months ago (2 children)

    Eh ... even with the popping of the AI bubble, the long-term future is bright for any new chip manufacturer. The world is only becoming more and more electronic, with more and more gadgets needing advanced chips. When the AI bubble goes boom, demand may temporarily drop, but in the long term demand will rise overall.

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  • [–] 6 points 3 months ago

    Plus it's not like any of the major companies have been earning consumer appreciation. If a new company started today and offered similar price fora buck less than everyone else I'd buy just for the pleasure of saying I didn't buy Nvidia

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  • [–] 5 points 3 months ago

    The startup cost for a chip fab is MONSTROUS. Add the fact that the incumbents have already been convicted of being a cartel once (or more?), and it’s going to be a heck of an industry to break into. The incumbents just will drop price

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