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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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What Dylan Patel actually said

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  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?

    Where this was said

    Watch from 1:30:38 plays here

    ↗Dylan Patel — The single biggest bottleneck to scaling AI computeyoutube.com

    video · 2h 30m · spoken · machine transcript

    All 28 korrents from this recordingthis one is 19th

Added to korrents 13 Mar 2026 · How quotes work · Something wrong? Tell us

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