A little emotional support for fans of SK Hynix, $SNDK, and $MU .
Dell’s CEO on memory: The shortage will probably last about four years because there simply isn’t enough supply.
New fabs take about four years to build, which means the capacity being planned now won’t come online until 2029 or 2030. $MU
Dell’s CEO on memory: The shortage will probably last about four years because there simply isn’t enough supply.
New fabs take about four years to build, which means the capacity being planned now won’t come online until 2029 or 2030. $MU