Samsung profits jump 1,800% as AI chip sales soar(bbc.com)

Samsung profits jump 1,800% as AI chip sales soar

https://www.bbc.com/news/articles/c1kyy8yrpxdo

3 コメント

While it's easy to be pissed at Samsung for capitalizing on this, I think it's worth remembering that if they didn't raise prices to where supply ~ = demand, there'd be shortages and you wouldn't be able to buy memory at any price (beyond scalpers). It's small consolation though.

To me the more interesting question is, how high are the barriers to entry? Surely there have to be companies eyeing this and wanting a piece of the pie. Is it really just extremely hard to get into production? Or even to expand existing production capacity? Is anyone coming up with clever solutions?

nnurmanov5 日前

I’m not sure this growth is sustainable. Even if the barriers are adequate, companies may be reluctant to invest if they believe the bubble could burst soon.

nnurmanov5 日前

Any startup would envy this rate of growth:)