I am a science and astronomy fan, but I am sorry, in this case progress is more important. If we regret our decision, the LEOs will fall out of the sky by themselves in a few years and it will be ok.
To me it is crazy that you are being downvoted. My experience in academia was that an incredible amount of time was devoted to data cleansing analysis, coding, etc., which were completely non-core to the actual underlying academic pursuit.
Yes of course their messaging to customers and the investment community is that they will be rational and measured in their investments. In reality, they are adding capacity as quickly as possible as margins are too high. However, capacity addition leading edge semiconductor manufacturing has a multi-year lead time.
CXMT sells the vast majority of their bits at the prevailing market rate, just like everyone else. They are adding capacity as quickly as they can, with a 5-10 year planning horizon, just like everyone else. It’s really not that deep!
Nonsense. Do you think these landlords intentionally overpaid for the properties? They are sophisticated entities who like to pay at or below fair value.
You are wrong. Memory production is being expanded in 2026 and will expand further in 2027 and 2028 as the memory suppliers catch up on fab shell capacity.
China has promised to wage war and forcibly subjugate Taiwan, a democratic ally and critical trade partner. If China backed off Taiwan for a few decades, I think the US would drop export controls.