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Can you blame them, though? Between the notorious boom-and-bust cycle of semiconductor industry, and everyone (including much of this forum) thinking that AI is
by gruez 1y ago
Can you blame them, though? Between the notorious boom-and-bust cycle of semiconductor industry, and everyone (including much of this forum) thinking that AI is a bubble that will crash any minute, is it really that unreasonable that they're not trying to massively ramp up supply?
- walterbell 1y agoIn the meantime, Chinese memory suppliers are ramping supply and winning deals with PC OEMs.
- lazide 1y agoLike drug or oil cartels (OPEC), the reasons are obvious and reasonable, but also we don’t like to be grabbed by the balls. Both parties can have perfectly rational reasons to both exist and hate each other at the same time.
- gruez 1y ago>but also we don’t like to be grabbed by the balls. They also don't like being "grabbed by the balls" in a few years time when demand inevitably recedes. It's pretty obvious that people here are throwing a temper tantrum because they need to pay more, and companies aren't rushing in to raise supply, even if they themselves admit such actions would be dumb.
- lazide 1y agoWe’re consumers so of course we’re the good guys (/s)
- Tadpole9181 1y agoYes, I can absolutely blame companies for illegally coordinating supply reductions to raise their prices on a captured market, and in this case accidentally causing a global supply crisis in doing so. Especially when those companies were already caught doing it multiple times over and told to stop.
- gruez 1y ago>Yes, I can absolutely blame companies for illegally coordinating supply reductions There's no evidence that they're coordinating, though.
- walterbell 1y agoMemory of previous investigation.