Space x Concall memory mentioned
Space x Concall memory mentioned “The current limiting factor is memory. Memory production is growing at about 20% per year. Normally, this is incredibly fast and surprising for a large, mature industry. But ask yourself: Is demand also growing at 20% per year? No. Demand is growing at 200% per year, maybe more. If demand is growing much faster than supply, basic economics tells us that prices will rise, not fall.”
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