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 days 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 days ago | parent | prev | next [-]

Oh its probably that again

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

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xattt 2 days ago | parent [-]

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

	▲	toast0 2 days 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 2 days ago \| parent \| prev [-]
		Yep

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high_na_euv 2 days ago | parent | prev [-]

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

	▲	Danox 2 days ago \| parent [-]
		Is it actual demand or is it just a future IOU? I will buy ram in the future keep the door open for me (OpenAI)? I think whatever happens it will be their last big payday because some of the companies that can do have the money and the capability are going to make plans to move away. From the Cartel.