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A new report suggests that all three memory manufacturers — Samsung, SK Hynix, and Micron — have collectively sold through their 2027 memory manufacturing capacity to AI companies. https://bit.ly/3TJ3dZm

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It sounds bad but the bubble is built on promises on top of promises on top of promises. I don't think it will really take that long to shift back to products for consumers as soon as the first check bounces.

We'll see, market destruction is happening and that doesn't spin back up overnight. At least the chip fabs are seen as national security interests and too big to fail, because if the bubble pops they're going to be on the edge of the cliff as well.

The theoretical free market would, but we NEVER live in theory and reality is much more messy/complicated. People arguing that the free market will save us are conveniently glossing over the fact we don't have this abstract "free market" they're talking about.