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zarzavat an hour ago

They're running a business not a charity. Their job is to manufacture what the market as a whole demands. If they can make more money making HBM than DDR4 then they have to make HBM. Why would a business go out of its way to make less money?

cosmic_cheese an hour ago | parent [-]

1. The AI bubble is an insane distortion and the gravy train isn’t going to last forever. Betting the farm on everlasting datacenter demand is myopic.

2. In a healthy, competitive market there would be smaller manufacturers that’d be happy to take up the big guys’ discarded business.

iwontberude an hour ago | parent [-]

People will remember these shenanigans and will buy Apple after getting ripped off by PC manufacturers.

dktbs 25 minutes ago | parent [-]

Not sure I understand this statement. Apple is affected by DRAM price fixing the same as any other PC manufacturer.