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jacquesmtoday at 2:08 PM2 repliesview on HN

Why is this downvoted, this is not the first time I've heard that opinion expressed and every time it happens there is more evidence that maybe there is something to it. I've been following the DRAM market since the 4164 was the hot new thing and it cost - not kidding - $300 for 8 of these which would give you all of 64K RAM. Over the years I've seen the price surge multiple times and usually there was some kind of hard to verify reason attached to it. From flooded factories to problems with new nodes and a whole slew of other issues.

RAM being a staple of the computing industry you have to wonder if there aren't people cleaning up on this, it would be super easy to create an artificial shortage given the low number of players in this market. In contrast, say the price of gasoline, has been remarkably steady with one notable outlier with a very easy to verify and direct cause.


Replies

zorkedtoday at 2:10 PM

This industry has a history of forming cartels.

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

sharpshadowtoday at 4:08 PM

There is also the side effect of limiting people to run powerful models themselves. Could very well be part of a strategy.