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peter_d_shermanlast Monday at 10:19 AM0 repliesview on HN

We know, minimally, from Perplexity's list above, that there exist multiple alternative DRAM manufacturers other than Micron, Samsung and SK Hynix, that have completed at least some of the barriers of entry to the high-end DRAM market, and possibly many...

We also know that the world is full of capital -- as you suggest.

That capital is continually looking for investment opportunities, and DRAM is a huge, huge market...

When capital invests in markets, any barriers to entry are moved, if not outright displaced (i.e., OpenAI, $1 billion, etc.).

Point is, we don't know what the future will hold...

I think it's a good bet that cheaper DRAM, DDR5 and otherwise, will be coming down the pike soon, once production catches up, once supply outpaces demand...