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Re:The RAM shortage could last years by AnthonyMouse on Sunday April 19, 2026 @06:11PM (#47828108)
Whether it's generally a reasonable place to build them isn't the percentage. The number seems to be ~3%.
Re:The RAM shortage could last years by AlecSchueler on Monday April 20, 2026 @10:41AM (#47835087)
3% of the global total does seem surprisingly significant.
Re:The RAM shortage could last years by matt-p on Monday April 20, 2026 @11:48AM (#47836033)
London is about 3X bigger than Amsterdam in terms of capacity. If you look at the core western europe market (so called FLAP-D) which I am rather familiar with London holds 35% of that market and Amsterdam about 12%. I'm not at all sold that the old rule of thumb that this market is about 25% of global capacity has been true since about 2023 because of the AI buildout in NA/ME.