Kye-hyun Kyung tells Korean engineering forum that Chinese fabs like CXMT and Jiahe Jinwei could flip the AI-driven memory shortage into oversupply.
  • fuckwit_mcbumcrumble@lemmy.dbzer0.comEnglish
    2·
    1 month ago

    However, he cautioned that the production investments could drop if mega technology firms see their return on investment on AI capital expenditure drop.

    There’s also that.