The Chinese are massively rising in the ranks right now. Major PC vendors are currently qualifying CXMT's RAM offerings. But the problem is you're thinking on the wrong time scale. A bubble like this doesn't bring in new players, and indeed the Chinese new players who are entering the market right now actually simply got really lucky as they started building their fabs years ago, before AI was shoved down our throats.

Sorry but that's a load of crap for many reasons.
a) JIT supply chains have been a focus for nearly a century now. COVID changed absolutely nothing and prior to COVID we have also had massive cost demand swings in various industries including tech due to supply and demand disruption.
b) There's very little JIT going on here. JIT is something that affects you in months. The fact that we have had computers delivered at reasonable prices many months after part costs shot up, and pre-builds only really started being price affected early this year shows the industry actually has quite a lot of stored inventory.
b) Even if companies wanted to build fabs now to address this, it's just not possible. These things take years to build, and equally as long to plan. You can't just magic them into existence. Who in their right mind would start a 5 year $bn project to supply a bubble when the payback may not be realised (OpenAI cancelled Stargate a month ago, along with it backed out of a purchase agreement that is equivalent of 40% of SK Hynix supply in late 2026/27). You'd be mad to build anything right now to try and capture the bubble.

There's nothing wrong with the free market here. This is very much the free market working. It's just you have an idealised view that supply and demand can correct each other in real time, when the reality is for many markets the supply side is highly inflexible.

While they were indeed colluding, that's not the issue here. The issue is that largely many people think that AI expansion now is a bubble. RAM prices skyrocketed due to demand that may ultimately not be fully realised. Just look at SK Hynix - they just had a massive order cancelled because OpenAI won't proceed with Stargate.

It takes many years to build a new fab. It's not the kind of activity you do during the bubble. It's the kind of activity you hope you did before the unpredictable bubble arrives. There's other parts of the industry affected by AI which are not know for price fixing or collusion who are very much taking the same approach.

No not at all. Firstly he's been the CEO of Seagate for a decade and there's no indicating that he'll step down in 3 years. On the flip side we have already seen major cracks in the AI industry.
1. OpenAI cancelled a huge order with SK Hynix when they aborted the Stargate datacentre. - A good sign that the industry is cracking under it's overpromises.
2. Wall Street has actively created indices to allow hedge funds explicitly to invest in companies *NOT* in the AI space. - A good sign that the finance industry thinks AI will crash.
3. Even with current prices, fabs takes years to build and many many years more to make an ROI. This is not a decision you make in the wake of a 1-2 year bubble. It's the kind of decision you make when you're sure of demand 10 years from now.

Anyone here thinking long term will not be building anything either. Building something in a bubble that won't be completed until after the bubble pops is the kind of reckless investment that would actually get a CEO to no longer be in their position a few years from now.

Likely just on a different name on the public internet. The USA doesn't control the rest of the world's internet. We saw a similar attempt to take down TPB, that still exists by the way.

Yes, stop working with those anonymous people you may not know because a foreign court with no jurisdiction told you to.

And have you lost access to anime? I'm guessing not. The only thing that has been lost is access to a particular domain name. Fun fact about domains, there's a lot of characters in the alphabet, a lot of possible numbers of characters in a name, and a lot of possible registrars to apply them to. To ironically quote Captain America: "I can do this all day."

Well yes your edge case exists. But I bet the number of people who used G Suite with their own domain as an individual are sitting somewhere in the double digits. I agree with you, it wasn't very uncommon for a tech-savvy family to have their own custom domain. However given virtually all domain providers back in the day sold domain and hosting packages together, the vast majority weren't using G Suite.

Yes your edge case does unfortunately not have a free alternative. However I suspect if you have a single or just a couple of user accounts that Google isn't asking you to migrate to Workspaces. This entire story is about them going after business accounts.

If you don't know you don't have it. G Suite is the old name for Workspaces - a multi-user business plan for Google's stuff. https://workspace.google.com/ The difference is that back in the day they had a free tier, Workspaces does not.

For individuals it looks like less features. For small businesses it's a different story. They are very much looking at migrating to paid accounts for business accounts. You need to buy subscriptions on a per user basis, but it's the multiuser access management they offer in a single place that has no free alternative.

Define "trust". I don't think they'll take a bullet for me. I don't think my data is permanently safe and trust them to hold it for me without backup. I do trust they will provide a service as a paid customer. I do trust they will for a limited time provide a service as a free customer.

And for all the evil Google has done they have offered migration paths not just to other services, but also to get your own data offline, and also provided notice in virtually all cases of them fucking over users for their services. So yeah I trust I won't be locked away from my data based on Google's past performance.

Even when the ending is known.

This isn't killed by Google. This is renamed by Google. They want you to use exactly the same service under a different name except pay $7/month for it.

They aren't screwing over individuals. Individuals have a migrate path to other Google options which offer the same thing for free. What they are doing is screwing over small businesses. G Suite Legacy provided not just a free email, it provided email access for up to 100 individual accounts tied to a different domain, along with some groupware like Docs. Effectively they were providing the services of a small webhost provider without also providing the domain. That's also why they are suggesting users migrate to Workspaces. The cost recover is a potential maximum of $7/month/user. That's $8400 revenue per year for anyone who maxed out their previous free service.

Still a dick move though. They should be forced to retain their lifetime free promise.

I think you're not taking away the right lesson. The lesson isn't that AI search actually works, it's that Google's conventional search suddenly doesn't. Maybe we should be focusing on that instead of building mega datacentres so that Google can produce software that counters Google's own software enshitification.

I do. With any luck it means Google finally realises this AI shit dramatically deteriorates profits and results in a major course revesal for the AI industry as one of the largest players pulls out.

Yeah I know wishful thinking.