ADATA Chen Libai: It is too early to discuss AI bubble at this stage; the most scarce resources in the next ten years are memory and electricity
Regarding capacity expansion by Samsung Electronics, SK Hynix and Micron, Chen Libai said that after experiencing multiple past economic cycles, the three major manufacturers will only adopt rational and prudent expansion strategies, and it is unlikely to repeat disorderly large-scale expansion.
Return to original text
A short introduction is retained here; the full text from the source website is not reposted. For specific wording and subsequent updates, please refer to the original article.
Open the original article on ITHome