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That’s not what that article says, though. It says this:
That’s spread out across at least 6 companies, not 3, and it’s not an 880 million loan, it’s a combination of loans and stock. That’s a lot of money, but it’s not an indication of distress. Corporations take “not small” loans frequently. To some degree, it’s bad business NOT to have liabilities.
None of these are traded in the US, so it’s a little out of my wheelhouse to look up their proxy statements/10Ks, or whatever the equivalent is on the Taiwanese exchange, so I have no idea what the covenants are for any of these loans (e.g. if they’re secured by assets) and I’m totally open to it if someone has hard evidence that these corporations are in any immediate danger of being unable to cover their loans, but I don’t see it in the article OP linked or the one you did.
I think there’s a lot of wishful thinking going around the AI bubble. We all wanna see it pop. But the unfortunate truth is that sometimes it takes a really long time for a bubble to finally pop.
Sorry, i went from my memory - i read that article when it released, and didn’t even realize it was updated too.
This isn’t wishful thinking. This is a disaster that will not even touch the AI bubble; it will simply wipe out many smaller, innovative producers of PC components that don’t have enough reserves to keep running until the DIY-market at least somewhat recovers.
The prices for NAND and DRAM will continue to rise until there aren’t enough buyers left to pick up the massive tab of purchasing inventory, which will be the first wave of dying companies; memory stick makers at large will probably be fine UNTIL the bubble pops, which will make all of their remaining inventory practically unsellable at the price needed to not take a massive loss - the longer the bubble goes, the harder the ones left will be hit.
What is more devastating is that we will lose so many PC component producers in the meanwhile. Buying a specific, nonstandard case or some flashy cooling solution will simply not be possible in a few years, because all of those businesses will have died out, with the rapidly shrinking DIY market as a reason. Especially case producers will be hit hard: low margin, physically large items with huge storage costs are a recipe for a catastrophe in a shrinking DIY market. If anyone wants to get some specific PC accessories because you always wanted them, buy them now, because in a year you probably won’t be able to.
There will probably be landfills of unsold parts that will be wasted rather than sold at a loss over the next 4-8 years. Interesting times.