Comment by YetAnotherNick

If the collude to say make the price $1000 for a component that costs them $100(including opportunity costs), then either a new company or a greedy company in the collusion can make their price secretly $900 and get massively more profit.

Right now their opportunity cost is too high.

> risky it is to spin up a new fab

You don't need a new fab. You can build memory in 20 years old fab.