u/WhataNoobUser

But expect it to reverse as samsung and SK hynix does a shareholder return in the coming months

https://x.com/i/status/2052324852703658138

>P5 Fab 2, set to begin operations in 2029, will be built as a multi-fab capable of flexibly responding to market conditions. It will house everything from HBM and next-generation DRAM — Samsung's mainstay — to NAND flash and advanced-node foundry lines. Combined production capacity of P5 Fab 1 and Fab 2 will reach 600,000 wafers per month (on a 12-inch wafer basis). This is an overwhelming scale, comparable to Samsung's current total DRAM production (650,000 wafers per month).

Samsung, the largest memory maker, with global 35% market share will essentially be doubling their 2026 production in 2029 from these 2 fabs. Also, there other fabs coming online next year. Memory prices will bust.

Microsoft co-pilot i think is having a hard time getting people to use it. They bought all this hardware and its not being fully used. Google and openai are of course seeing huge and increasing uses.

I think if you have a mac m3 or m4, you only need to wait 3 years and then upgrade.

Ai is huge, but models are getting more memory efficient and chinese memory makers are scaling up too.

This whole idea of macs being super high priced wont be forever.