It takes 4-5 years to build a new memory fab from scratch for companies in the industry.
They’re talking about no price reductions for 1.5 years.
(And the reason they’re saying that is because the first significant new production capacity isn’t expected to be up until mid-2027 and isn’t expected to be scaled up to full production until 2028.)
And they already moved that forward by something like six months, probably by spending more on stuff like construction, so I doubt that there’s more slack to eliminate. Can’t just speed it up a little more.
It takes 4-5 years to build a new memory fab from scratch for companies in the industry.
They’re talking about no price reductions for 1.5 years.
(And the reason they’re saying that is because the first significant new production capacity isn’t expected to be up until mid-2027 and isn’t expected to be scaled up to full production until 2028.)
And they already moved that forward by something like six months, probably by spending more on stuff like construction, so I doubt that there’s more slack to eliminate. Can’t just speed it up a little more.