Memory manufacturers are forecasting that memory shortages will persist until the end of 2028, when the supply chain balance is expected to be restored and memory will once again reach its commodity status. However, according to the South Korean Chosun Biz newspaper, memory manufacturers are reconsi...
As someone tangentially related to all this, I’m not so sure how accurate this is. The equipment we have isn’t ever sold until its completely deprecated and the space is needed for new tooling as a lot of this equipment takes years of planning, installation, and qualification before its ever allowed into production (along with strict service term contracts). The market is also relatively small and this would effect everyone equally, so I’m not sure how solid a plan like this would be. I imagine it would be similar to the housing market after the '08 crash where everyone is trying to unload dead weight at the same time which further devalues everything at a time when capital is desperately needed and sales have plunged off a cliff.