After the first two times, do they even need to collude?
Can't they count on each other doing the profitable thing? Especially when they PR it:
> Furthermore, focused investment in HBM is creating a virtuous cycle that improves profitability in the general-purpose memory market. As resources are diverted to HBM, the supply-demand balance for general DRAM is improving.
After the first two times, do they even need to collude?
Can't they count on each other doing the profitable thing? Especially when they PR it:
> Furthermore, focused investment in HBM is creating a virtuous cycle that improves profitability in the general-purpose memory market. As resources are diverted to HBM, the supply-demand balance for general DRAM is improving.
January 5, 2026 - SK hynix market outlook.
https://news.skhynix.com/en/2026-market-outlook-focus-on-the...