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by Incipient
212 days ago
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The idea is someone else comes in that's happy to eat their lunch by undercutting them. Unfortunately, we're probably limited to China doing that at this point as a lot of the existing players have literally been fined for price fixing before. https://en.wikipedia.org/wiki/DRAM_price_fixing_scandal |
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Even China has no reason to reduce prices much for memory sold to the US when they know we have no choice but to buy at the prices already set by the cartel. I expect that if China does start making memory they'll sell it cheap within China and export it at much higher prices. Maybe we'll get a black market for cheap DRAM smuggled out of China though.