Comment by gruez
3 days 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?
Yes, 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.
>Yes, I can absolutely blame companies for illegally coordinating supply reductions
There's no evidence that they're coordinating, though.
Memory of previous investigation.
In the meantime, Chinese memory suppliers are ramping supply and winning deals with PC OEMs.
Like 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.
>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.
We’re consumers so of course we’re the good guys (/s)