There's very few manufacturers, I believe 3 globally? And there's a large moat. Nobody can compete with them in the next 10 years. It's really not hard to coordinate action between 3 companies.

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KeplerBoy an hour ago | parent [-]

There are trillions to be made. That moat won't be as insurmountable in hindsight.

	▲	overfeed 18 minutes ago \| parent \| next [-]
		There used to be over 50 memory manufactures in the US alone. Everytime there was a bust (following a boom) there'd be bankruptcies. The lucky ones got bought out and consolidated. Empirically, attempting to capitalize on memory booms is a losing strategy.
	▲	array_key_first an hour ago \| parent \| prev [-]
		There really aren't though. The reason there's only three is because memory is a commodity and margins are historically very low. It's not a very good business to be in, generally. In the past when memory supply was short and then rebounded, many companies went out of business because making memory was no longer profitable.