I don't think RAM vendors have formed a cartel and I think this is knee-jerk anger without any thought. RAM is a commodity product with massive upfront capex costs, and those always have boom-and-bust cycles. At various points in the 2010s and 2020s RAM vendors were getting eaten alive by a supply glut, this would not have happened if they were a cartel.
Is it really so hard to believe that RAM prices are up because demand is simply exceeding supply, especially in a market where additional supply takes years and billions of dollars to come online? There's no need to posit cartel behavior and a fair amount of evidence that there is none.
alt Hacker News
I don't think RAM vendors have formed a cartel and I think this is knee-jerk anger without any thought. RAM is a commodity product with massive upfront capex costs, and those always have boom-and-bust cycles. At various points in the 2010s and 2020s RAM vendors were getting eaten alive by a supply glut, this would not have happened if they were a cartel.
Is it really so hard to believe that RAM prices are up because demand is simply exceeding supply, especially in a market where additional supply takes years and billions of dollars to come online? There's no need to posit cartel behavior and a fair amount of evidence that there is none.