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this post was submitted on 05 Jun 2026
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Not if they know it is a bubble that will pop and then they are holding the bag on all of that capex spent on ramping up the production
That is not consistent with what the person above said. They contended that manufacturers don't want to produce DDR5 "because AI companies will buy it all". I'm saying that is an incentive to produce DDR5; manufacturers don't particularly care who buys their products.
You say "it's a bubble that will pop" and that's a valid explanation for the behaviour, but it's a different explanation than the OP's: you're not saying "yeah, they don't wanna do it because they don't wanna sell to AI companies" you're saying, "they don't wanna do it because the demand isn't robust".
Why would they not want to produce for a market that has like >5x the profit margins of consumer grade stuff? They can't make enough.
Exactly.