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The reason we cannot simply make more memory is that there is nowhere to put the tools, and a fab takes two years to build.

Drawn from what Dylan Patel said

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semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

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What Dylan Patel actually said

  1. Dylan Patel Founder and chief executive of SemiAnalysis
    Uh, Micron bought a fab from a company in Taiwan that makes lagging edge chips, right? Um, Heinix and Samsung are doing, you know, some pretty crazy things to try and expand capacity at their existing fabs, uh, that also have like very large knock-on effects in the economy. And so, hey, why can't we build more capacity is like there's nowhere to put the tools, right?

Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us

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