Comment Re:Won't it have popped by a year from now? (Score 1) 27
If you wait a year to give permission, the bubble will have popped long before any hardware ever gets shipped, so the bankruptcy auction won't have anything to sell.
It just moves the source of the sales -- if the datacenter (AI or not) bubble pops, then all the chip-fab companies that are doubling down on RAM production for these datacenters will have production capacity they no longer have a market for at inflated prices, so rather than have to take a complete writeoff on their expanded production lines, they'll likely start pushing RAM at fire-sale prices in order to recover at least some of the money they'd poured into new production lines in the "line goes up" belief that datacenter RAM demand would be forever.