- contract guarantees 900.000 wafers per month, which is ~40% global capacity
- this starts the stockpiling race, everyone buys DRAM even if they don't need it right now, because they expect a shortage
MrBuddyCasino•1h ago
- contract guarantees 900.000 wafers per month, which is ~40% global capacity
- this starts the stockpiling race, everyone buys DRAM even if they don't need it right now, because they expect a shortage