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16 days agoMemory makers are afraid the demand won’t last long, and then they’ll be stuck with a bunch of extra factories. They’d rather chill with high margins.
Maybe Lenovo thinks the demand will last long term, but they don’t make their own RAM so it’s not their choice.
Also 2030 is pretty short term, it takes years for a new factory to come online.

I would rather have a tax specifically for data center hardware purchases
Hurt the data centers not the manufacturers