Comment by m4rtink

Or they don't want to be the ones holding the bag when all the AI companies that ordered RAM from them end up bankrupt and insolvent ?

The stuff they ordered might even be so custom to be useless to be sold by the creditors, leaving the RAM manufacturers hanging dry with unpaid invoices and idle capacity.

So they just do the old cartel thing and wait it out - with the added benefit of selling the same stuff they have been making for twice the price!