| ▲ | luma 3 hours ago |
| There are only 3 manufacturers (about to be 4 soon) total. This is a demand crunch the likes of which the market hasn't seen before, prices are doing the natural thing. |
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| ▲ | cm2187 2 hours ago | parent | next [-] |
| You make it sound like the crunch is caused by manufacturers, my understanding is that it is caused by the abnormal demand. I am not aware that RAM production is at a historically low level. |
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| ▲ | luma 2 hours ago | parent [-] | | Demand crunch comes from the customer. All HBM and DDR5 wafer capacity is sold out through 2027 and all three vendors are booking 2028 capacity. This was not created by the manufacturers. |
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| ▲ | throwaw12 2 hours ago | parent | prev | next [-] |
| who is the 4th? |
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| ▲ | happosai 2 minutes ago | parent | next [-] | | Intel is also looking into returning to making RAM, but it's probably the Chinese that will enter the market faster | |
| ▲ | dygd an hour ago | parent | prev [-] | | Probaby CXMT | | |
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| ▲ | georgemcbay 2 hours ago | parent | prev [-] |
| > There are only 3 manufacturers (about to be 4 soon) total. ...3 manufacturers with a long history of price fixing... https://en.wikipedia.org/wiki/DRAM_industry_price_fixing |
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| ▲ | radley 2 hours ago | parent [-] | | Uhm, your link states that they were price fixing over 20 years ago, and were in court for almost a decade. There was another accusation in 2018, but it was dismissed. That's not a long history of pricing fixing, just accusations. | | |
| ▲ | georgemcbay an hour ago | parent [-] | | The difference between 2002 and now is that it is so much easier to follow each other's leads on pricing without explicitly communicating about it and leaving a paper trail. But they never stopped acting indistinguishable from a cartel. |
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