Shortages are between manufacturing capacity and demand. Manufacturers don’t want to expand capacity for some reason. You might think that they don’t believe the money will materialize to continue demand.
Strangely, China either doesn’t seem to want to, or perhaps isn’t capable of, overproducing RAM judging by the fact that they used AI Images when claiming to have so much RAM that it’s all worthless.
15 years ago they had Sun Jinlong of Anhui announce China will establish an electronics manufacturing hub, and now they have 2 DRAM factories, 1 DDR5, and a Solid State Drive factory. They’re called CXMT and YMTC.
It’s only price fixing if they make an agreement, not if they just hit on the same strategy 🙃
And while it may suck, the reason its treated differently is because without any agreement it’s inherently unstable: another player can unilaterally decide to increase production, like China.
Shortages are between manufacturing capacity and demand. Manufacturers don’t want to expand capacity for some reason. You might think that they don’t believe the money will materialize to continue demand.
Or that (rightly) they can inflate prices by constraining supply (AKA cartel price fixing).
China’s coming to eat their lunch by manufacturing supply at a rate of knots, but line must go up this quarter. Idiots.
Strangely, China either doesn’t seem to want to, or perhaps isn’t capable of, overproducing RAM judging by the fact that they used AI Images when claiming to have so much RAM that it’s all worthless.
15 years ago they had Sun Jinlong of Anhui announce China will establish an electronics manufacturing hub, and now they have 2 DRAM factories, 1 DDR5, and a Solid State Drive factory. They’re called CXMT and YMTC.
Also, Fuck China.
It’s only price fixing if they make an agreement, not if they just hit on the same strategy 🙃
And while it may suck, the reason its treated differently is because without any agreement it’s inherently unstable: another player can unilaterally decide to increase production, like China.