"OMEC" (Organization of Memory Exporting Countries) NAND production quotas? https://x.com/jukanlosreve/status/1988505115339436423

> Samsung Electronics has lowered its target for NAND wafer output this year to around 4.72 million sheets, about 7% down from the previous year's 5.07 million. Kioxia also adjusted its output from 4.80 million last year to 4.69 million this year.. SK hynix and Micron are likewise keeping output conservatively constrained in a bid to benefit from higher prices. SK hynix's NAND output fell about 10%, from 2.01 million sheets last year to around 1.80 million this year. Micron's situation is similar: it is maintaining production at Fab 7 in Singapore—its largest NAND production base—in the low 300,000-sheet range, keeping a conservative supply posture.

China YMTC (sanctioned by US) and CXMT are increasing production capacity.

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gruez 5 hours ago | parent [-]

Can you blame them, though? Between the notorious boom-and-bust cycle of semiconductor industry, and everyone (including much of this forum) thinking that AI is a bubble that will crash any minute, is it really that unreasonable that they're not trying to massively ramp up supply?

	▲	walterbell 5 hours ago \| parent \| next [-]
		In the meantime, Chinese memory suppliers are ramping supply and winning deals with PC OEMs.
	▲	Tadpole9181 2 hours ago \| parent \| prev \| next [-]
		Yes, I can absolutely blame companies for illegally coordinating supply reductions to raise their prices on a captured market, and in this case accidentally causing a global supply crisis in doing so. Especially when those companies were already caught doing it multiple times over and told to stop.
	▲	lazide 3 hours ago \| parent \| prev [-]
		Like drug or oil cartels (OPEC), the reasons are obvious and reasonable, but also we don’t like to be grabbed by the balls. Both parties can have perfectly rational reasons to both exist and hate each other at the same time.