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sanitation@sanitation@lemmy.today
⁨26⁩d

SK Hynix CEO: Current memory semiconductor prices are "abnormally high"

www.chosun.com/english/industry-en/2026/07/19/ZBHGW633FFDFDLAL57N2WRRVQA/
The Chosun DailySK Hynix Weighs U.S. Factory to Combat ChipflationSK Hynix Weighs U.S. Factory to Combat Chipflation Chairman Chey urges supply expansion to prevent chipflation, geopolitical tensions
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NaibofTabr@NaibofTabr@infosec.pub
⁨26⁩d

Replying to @⁨sanitation@lemmy.today⁩

The best time to build a chip fab is 10 years ago. The second best time is right now.

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pelya@pelya@lemmy.world
⁨26⁩d

Replying to @⁨NaibofTabr@infosec.pub⁩

AI companies gonna crash, and then memory manufacturers will be left with 50% oversupply no one wants to buy. So they don’t build new factories yet.

⁨Jul⁩ ⁨20⁩, ⁨2026⁩, ⁨04:58⁩en
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dunestorm@dunestorm@lemmy.world
⁨22⁩d

Replying to @⁨pelya@lemmy.world⁩

That’s the thing though, people keep saying that but it hasn’t happened. And I don’t think it will ever crash, at most it will decline somewhat but I don’t think it’s going to hard crash.

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