> I don’t think they’re working at 100% capacity or don’t have any other FAB that they can utilize for other low profit stuff.
I have a family member who works in a field related to memory and storage fabrication. At the moment Micron, etc, are running these money printers full time and forgoing routine maintenance to keep the money flowing.
What I said stands, let’s check their books and manufacturing schedule to see if they’re artificially constraining the supply.
The fact that they’re busy doesn’t hide the fact that they’re known to collude before, and they might even ship parts to phony resellers to keep the price high.
What’s next? A commodity memory chip is going to cost more than a cpu or gpu die?