[nutjob2]

This is good news. The price you pay for jacking up your prices is losing market share.

Once established, the Chinese vendors will retain most the market share if the quality is ok. The SK/JP vendors are making a big mistake.

[xadhominemx]

Everyone is completely sold out and adding capacity as quickly as possible.

[ErneX]

Are they really adding capacity?

[xadhominemx]

Yes of course. Looking at the share prices of their suppliers— ASML, Lam Research, Applied Materials, etc.

[kvemkon]

But since when? There are public announcements about new energy deals since summer 2024. But I'm missing any information about similar RAM/NAND/HDD deals back then, so that corresponding shortages could be only for short time until, say, summer 2026.

[ReptileMan]

I am sure you can lock great prices for ram for 2035 delivery.

[cmxch]

If only on principle alone, could one secure a contract to buy a few TB of DDR5 memory to be delivered in 2035?

And if so, how?

[ReptileMan]

Few TB probably not, but few EB I think you will be able to make a contract.

[cmxch]

Oh well. Just wanted to do a commitment buy to at least say “I don’t care if my RDIMMs are long obsolete” for some existing DDR5 builds I have.

[wrsh07]

It's not clear that raising your prices to match the supply/demand curve is a mistake

They will compete on price if they are forced to, but they aren't forced to right now

[yellowapple]

It ain't the price raise that's the mistake (even if that's what's currently painful for those of us looking to buy RAM). It's the willingness to only raise prices, and not meaningfully expand production, that's the mistake.

[Snoozus]

Would you build a fab that costs billions and takes years to start production because of a bubble?