Tech Fund(@techfund1):"The limiting factor currently is memory. The memory output is increasing by around 20% per year. Now normally, that would be fantastically fast and amazing for any large mature industry. But, the demand is increasing by 200% a year, maybe higher. So if you've got demand increasing much faster than supply, then Economics 101 would suggest that the price increases. It does not decrease." - @elonmusk Yes, I'm still long DRAM $MU $SKHY

Tech Fund

@techfund1

Engineer/Portfolio Manager - Join our newsletter with 19,000+ subscribers -

加入 February 2021

1.2K 正在关注 16.7K 粉丝

Tech Fund@techfund1

2026.08.05 10:15

"The limiting factor currently is memory. The memory output is increasing by around 20% per year. Now normally, that would be fantastically fast and amazing for any large mature industry. But, the demand is increasing by 200% a year, maybe higher. So if you've got demand increasing much faster than supply, then Economics 101 would suggest that the price increases. It does not decrease." - @elonmusk Yes, I'm still long DRAM $MU $SKHY

显示更多