hwertz why should they buy sk hynix equipment? The current vendors are running a cartel, these 3rd parties should spend spend that money to buy their own equipment and produce an additional vendor producing RAM. Reply
zsydeepsky I doubt it would be enough. at the time when oil gets hard to transport, SK hynix might also not have enough power to run those EUV machines. Reply
Co BIY zsydeepsky said: I doubt it would be enough. at the time when oil gets hard to transport, SK hynix might also not have enough power to run those EUV machines. Are there machines available to buy ? ASML does not seem to be able to keep up with demand for their machines. Reply
Co BIY hwertz said: why should they buy sk hynix equipment? The current vendors are running a cartel, these 3rd parties should spend spend that money to buy their own equipment and produce an additional vendor producing RAM. Because their is much more to making memory than owning the machines. The biggest impediment would be the intellectual property required. The current vendors are in not acting as an abusive cartel. The industry became so concentrated because a few years ago it was such a poor business many competitors left the business after losing tons of money. They are not restricting supply – they are making more than ever. Demand has become crazy but they are wary of overinvesting in what could be a temporary boom. Having customers who want more investment take some or all of the overinvestment risk seems like a good solution. Reply
bill001g hwertz said: why should they buy sk hynix equipment? The current vendors are running a cartel, these 3rd parties should spend spend that money to buy their own equipment and produce an additional vendor producing RAM. Pretty much the same reason the memory makers don't just expand capacity. Many times it takes years to get these plants online. I suspect like most people on this forum they see the AI crash coming. They fear spending all the money and when they finally get done there are not enough customers left. It seems the only people that don't see this are the one throwing massive money at all these AI companies. Reply
papaspud Not sure where they think they are going to get those machines. ASML is already sold out for at least the next 2 years, and no one else makes them. You can't buy what isn't available. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/sk-hynix-customers-offer-to-buy-its-euv-machines-and-fund-new-fab-lines-as-memory-capacity-hits-zero#main
- https://www.tomshardware.com/subscription
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