this post was submitted on 16 Jun 2026
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As long as demand is steady and predictable, I'd expect prices to ultimately be lower, because it reduces the costs for NAND memory makers by increasing their economies of scale. Spreads the fixed costs of manufacture over more units.
That doesn't solve things for those who need SSDs now, though.
IMO this whole AI/Data-Center/Chips debacle is because the billionaire class expects a long term, possibly permanent, interruption of the global chips supply chain. That's why they've pre purchased the next several years of supply.
Because once China invades Taiwan there will be no more chips. If they could outsource this shit to an African nation it would have 100% happened by now. Taiwan is a modern day Murano Island, which had a centuries long monopoly on glass making because of their population of highly skilled glassmakers. China can't just bomb Taiwan cuz it'd literally kill Taiwan's value as a chip supplier.
The billionaires have realized that the iphones and the algorithms are the only thing keeping them in power. If they don't build a subscription model for computing than people will solve all the problems capitalists hves been artificially creating.
china is not going to invade Taiwan, they have already seriously expanded their production capabilities.
Well, if they do it won't be because they want chips. So that's comforting.