alt Hacker NewsMain producers actually reduced dram output in 2026. When you have few players with very high capital cost you will end up with cartels like light bulb cartel.
Main producers actually reduced dram output in 2026. When you have few players with very high capital cost you will end up with cartels like light bulb cartel.
Someone will come in when the price goes up enough. It will take time, but it will happen. What people are complaining about is that the time for this to happen is too long.
Oh look, there is a player coming into the market it seems:
https://economy.ac/news/2026/02/202602288291#:~:text=If%20eq...
EDIT: In fact many other chinese companies are now expanding into DRAM because of the high prices. Which confirms exactly what I said.