memory makers

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 3, 2026 by Dylan Patel · across every show →

Everything said about memory makers, oldest first

Feb 3, 2026 bearish
Assertion Partly supported
Patel: Memory chip manufacturers have built no new fabs since 2022
“The memory makers, in fact, have just not expanded capacity, basically, they have not built new fabs since twenty-twenty-two.”
Dylan Patel Feb 3, 2026 ▶ 19:29 FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
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