A new report suggests that all three memory manufacturers — Samsung, SK Hynix, and Micron — have collectively sold through their 2027 memory manufacturing capacity to AI companies.
Things don’t add up. I see articles about computer parts becoming unavailable along with articles about data center plans being cancelled or not getting built. I assume the data centers ARE getting built and those second articles are lies to calm people down.
Things don’t add up. I see articles about computer parts becoming unavailable along with articles about data center plans being cancelled or not getting built. I assume the data centers ARE getting built and those second articles are lies to calm people down.