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> 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? Th
by re-thc 10mo 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.
- seanmcdirmid 10mo agoIt 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.