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After the first two times, do they even need to collude? Can't they count on each other doing the profitable thing? Especially when they PR it: > Furthermore,
by toast0 2mo ago
After the first two times, do they even need to collude?
Can't they count on each other doing the profitable thing? Especially when they PR it:
> Furthermore, focused investment in HBM is creating a virtuous cycle that improves profitability in the general-purpose memory market. As resources are diverted to HBM, the supply-demand balance for general DRAM is improving.
January 5, 2026 - SK hynix market outlook.
https://news.skhynix.com/en/2026-market-outlook-focus-on-the-hbm-led-memory-supercycle/ https://news.skhynix.com/en/2026-market-outlook-focus-on-the...