I'd like to be the first to congratulate SK Hynix (well, first outside of the company's employees patting themselves on the back by pushing out a press release about this) for doing what the company is supposed to do - produce wares and sell them. Let's give them a cookie, I guess.
I'd say they're not doing their job to the fullest. When you are one of the primary producers, being backlogged for a year shows you have poor market foresight.
They should have seen nvidia stocks spiking due to AI demand, and ramped up production back then.
Considering these companies, not too long ago, said that they were cutting back on DDR production due to weak demand, I wonder if they devoted the resources to HBM production.
I remember reading the old Register and Inquirer sites for a while, they kept saying that for some reason the RAM industry has a huge boom-and-bust cycle. A shortage now becomes a surplus 18 months later, etc.
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PeachNCream - Friday, May 3, 2024 - link
I'd like to be the first to congratulate SK Hynix (well, first outside of the company's employees patting themselves on the back by pushing out a press release about this) for doing what the company is supposed to do - produce wares and sell them. Let's give them a cookie, I guess.meacupla - Friday, May 3, 2024 - link
I'd say they're not doing their job to the fullest.When you are one of the primary producers, being backlogged for a year shows you have poor market foresight.
They should have seen nvidia stocks spiking due to AI demand, and ramped up production back then.
ballsystemlord - Friday, May 3, 2024 - link
Considering these companies, not too long ago, said that they were cutting back on DDR production due to weak demand, I wonder if they devoted the resources to HBM production.stephenbrooks - Sunday, May 5, 2024 - link
I remember reading the old Register and Inquirer sites for a while, they kept saying that for some reason the RAM industry has a huge boom-and-bust cycle. A shortage now becomes a surplus 18 months later, etc.Adramtech - Saturday, May 4, 2024 - link
This backlog so to speak is for systems that are still in the planning stages.timecop1818 - Sunday, May 5, 2024 - link
hopefully those ai grifters will go out of business by the time their ram is delivered