Memory has grown to nearly two-thirds of AI chip component costs

Re:Memory has grown to nearly two-thirds of AI chip componen... by downrightmike on Sunday May 24, 2026 @09:24PM (#48262642)

And those commercial suppliers are making it too easy an putting themselves out of business before 2030

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Re:Memory has grown to nearly two-thirds of AI chip componen... by bee_rider on Monday May 25, 2026 @01:21AM (#48263647)

They’ll also go out of business if they make a massive investment to increase supply, and then the “AI” bubble pops, cratering demand. It’s a tough spot.

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Re:Memory has grown to nearly two-thirds of AI chip componen... by sznio on Monday May 25, 2026 @03:57AM (#48264497)

all that matters is next quarter.

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Re:Memory has grown to nearly two-thirds of AI chip componen... by downrightmike on Wednesday May 27, 2026 @05:37PM (#48301094)

That's implied

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