LBM_LXXVIII@MF_Camillus“Supply-Driven Cyclicality 101” would probably work better if you understood the supply you're talking about HBM isn't some commodity DRAM capacity you can magically double or triple and dump into the market It requires years of fab planning, customer qualification, co-design,
Elmosharaf@YousifElmusharfSupply-Driven Cyclicality 101: Imagine the year 2028-29, everyone is still buying accelerators aggressively (demand is constrained by physical build out), memory still in very high demand but $MU, $SKHY, CXMT etc. double or triple their supply capacity - what happens to $MU?