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by seanmcdirmid 180 days ago
Do you not think that some DRAM producer isn't going to see the high margins as a signal to create more capacity to get ahead of the other DRAM producers? This is how it always has worked before, but somehow it is different this time?
1 comments
re-thc 179 days ago
> Do you not think that some DRAM producer isn't going to see the high margins as a signal to create more capacity to get ahead of the other DRAM producers?

They took the bite during COVID and failed, so there's still fear from over supply.

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seanmcdirmid 179 days ago
It only works if they collude on keeping supply steady. If anyone gets greedy for a bigger share of the AI pie, then it implodes quickly. Not all DRAM is made in South Korea so some nationalism will muddy the waters as well.
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