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Market efficiency
(lemmy.ml)
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this post was submitted on 15 Feb 2026
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Confused how Nvidia hasn't just started making its own RAM at this point. They have the money to spin up the production.
Same reason ram manufacturers aren't building new production lines. Everyone knows this is a bubble, and when it pops the production from those extra facilities would be surplus and drive down the cost of RAM even further. They're milking it for all it's worth without investing any extra time or money.
I hope you are right.
So say we all.
Also spinning up a new fab, even for RAM will take several years and major investment (billions).
Ideally they should have begun planning back in 2022-2023 when LLMS first came to market.
They've missed a huge opportunity to profit.
I disagree. More supply would mean less profit. Being supply constrained is what drives up prices.