this post was submitted on 20 Jul 2026
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Technology
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The best time to build a chip fab is 10 years ago. The second best time is right now.
AI companies gonna crash, and then memory manufacturers will be left with 50% oversupply no one wants to buy. So they don't build new factories yet.
Don't worry. The government will bail them out
Which government? SK hynix is a South Korean manufacturer, along with Samsung. This is one area the Trump administration can't get its fingers involved.
Anyway both companies have shit tons of money I don't think they need bailing out
All of them. South Korean government already announced they're all in on AI so that includes supporting the chip manufacturers in any way possible.
Micron