Comment by re-thc
16 hours 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.
It 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.