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tiranttoday at 10:03 AM1 replyview on HN

Those are all temporary events and circumstances.

If the market is big enough, competitors will appear. And if the margins are high enough, competitors can always price-compete down to capture market-share.


Replies

jsiepkestoday at 10:17 AM

Competitors will appear? You can't build a DRAM production facility in a year. You probably even can't in two years.

Also, "price-compete down to capture market-share"? Prices are going up because all future production capacity has been sold. It makes no sense to lower prices if you don't have the capacity to full fill those orders.