No projections/information/analysis. The statement from someone with a vested interest in this demand lasting an extended period of time (including the statement that demand will continue past 2030).

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thijson 2 hours ago | parent | next [-]

I remember in the 90's there was some sort of shortage reportedly due to fires. In the end it was found the shortage was due to collusion by the manufacturers.

https://share.google/aimode/ewJpwCHUINOHzjBVg

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nubinetwork 2 hours ago | parent | next [-]

It did happen in the early 2010s though https://www.crn.com/news/storage/231902425/thailand-floods-t...

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ChiperSoft 2 hours ago | parent | prev | next [-]

Oh its probably that again

https://www.polygon.com/ram-manufacturers-sued-supply-price-...

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xattt 2 hours ago | parent [-]

Is the thing that’s different now that the colluders are banking on is that we are in a worldwide kleptocracy?

	▲	toast0 an hour ago \| parent \| next [-]
		After the first two times, do they even need to collude? Can't they count on each other doing the profitable thing? Especially when they PR it: > Furthermore, focused investment in HBM is creating a virtuous cycle that improves profitability in the general-purpose memory market. As resources are diverted to HBM, the supply-demand balance for general DRAM is improving. January 5, 2026 - SK hynix market outlook. https://news.skhynix.com/en/2026-market-outlook-focus-on-the...
	▲	voidfunc an hour ago \| parent \| prev [-]
		Yep

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high_na_euv 2 hours ago | parent | prev [-]

But fortunely today we know that there is huge demand due to AI

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FLeXMurphy an hour ago | parent | prev [-]

Assume the person knows something you don't.

	▲	mey an hour ago \| parent \| next [-]
		They know many things I don't. I can easily assume they have a specific reason to make a public statement that is within their interests. Without any reports/prospectus/booked contracts, it's just marketing/spin.
	▲	dgellow 24 minutes ago \| parent \| prev [-]
		Tell me when you’re looking for a new bridge, I have the best ones around