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A comment on Samsung is expected to more than double output of its HBM4 and HBM4E DRAM. Parent comment

Re:Samsung is expected to more than double output of its HBM... by glub on Sunday September 20, 2026 @05:41PM (#49780366)
Nearly the entire reason we're in this mess is because RAM/SSD/HDD makers are terrified of AI bubble bursting.

Long-term contracts, not building new fabs - they're in full on hedging mode right now.

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Re:Samsung is expected to more than double output of its HBM... by m4rtink on Sunday September 20, 2026 @08:10PM (#49781525)
If the long term contact are with any AI companies, then good luck getting anything back in bankrupcy proceedings!
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Re:Samsung is expected to more than double output of its HBM... by leoc on Sunday September 20, 2026 @07:50PM (#49781384)
Seemingly the AI bulls are either not sufficiently optimistic, or not sufficiently wealthy(?!), to build new fabs as joint ventures with the manufacturers in which they agree to assume most of the downside risk?
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Re:Samsung is expected to more than double output of its HBM... by no-name-here on Sunday September 20, 2026 @09:38PM (#49782073)
They signed long term contracts for the hardware delivery over years. AI investment is approaching 1 trillion per year and expected to grow to well over 1 trillion per year. [1]

Even over their many years, projects like the Manhattan Project, the Apollo Program, or the U.S. Interstate Highway System never added up to that. [2]

Is your argument that there is insufficient AI spending at present as they aren’t also taking on building their own fabs?

[1] https://www.pwc.com/gx/en/news-room/press-releases/2026/glob...

[2] https://www.aljazeera.com/news/2026/2/19/visualising-ai-spen...

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