"memory manufacturers have been operating on the margins of profitability for quite a while now."
The manufacturers are scumbags is more likely answer.
"memory manufacturers have been operating on the margins of profitability for quite a while now."
The manufacturers are scumbags is more likely answer.
I wonder how long it will take for China to flood the market with state-of-the-art modules. It's a pretty decent opportunity for them. They probably can hasten the build of new fabs more than many other nations.
But my guess is that this shortage is short-lived (mostly because of the threat above). There's no OPEC for tech.
I don't disagree per-se, but this is the sort of thing which happens when only a few businesses exist in a commodity market with high entry costs. IOW, it's not great, but it is predictable. See: Oil.
Looking forward to the "Organization of Processor-Etching Corporations".
It's usually not only illegal, but also a crime.
Anyway, that's the kind of market that governments always need to act upon and either supply directly or regulate intensively.
It's not just predictable, it's illegal. Of course, if you have an executive that actually cares about enforcing the law.
You mean “capitalists”.
Maximizing profit is the only sane way to play a rigged game