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librasteveyesterday at 9:14 PM3 repliesview on HN

I used to sell 64kbit (yes, bit) DRAM at $7 in 1982. 1 year later was <$0.50.

The memory business is a pure commodity and brutally cyclic. Big profit => build a fab => wait 2 years => oh shit, everyone else did it => dump units at below cost. Repeat.


Replies

loloquwowndueoyesterday at 9:34 PM

Then you have “acts of God” like that time when a flood or fire or something caused the only factory in the world that produced some obscure part of memory chips to stop production and memory costs double almost overnight. I remember my 4 -> 32 MB back in the 90s cost a fortune because of this.

huseyinkelesyesterday at 9:36 PM

A great example for the pork cycle.

https://en.wikipedia.org/wiki/Pork_cycle

dborehamyesterday at 9:18 PM

Old enough here to remember Intel exiting the DRAM business.

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