Why don't they just, like, produce a lot more memory?Like just make more of it.
The do. It's called market economy.
>>109436930they know it's a bubble so it's dumb to increase production volume
>>109436930Why don't you? Do you not want to become a billionaire?
Because then their profit per unit would go down. Sure they'd make more money overall but it's easier to just not. Korean manufacturers also agreed with each other to not increase supply so prices remain high, so it's the most money for the least effort
>>109436930it's called the jewish business model
they do but that memory is not going to consumers. its going to apple, datacenters, and more.remember ram makers sell just the flash chips. its up to other companies to actually make the sticks. you as a consumer cant used soldered ram unless you have a specific usecase for it.
>>109436930making things is hard. Something the Wall Street jews don't understand, and why china will eat us alive
>>109436960ongoinghttps://youtu.be/h6GWikWlAQA
>>109436930Speculators ditched precious metals, pokemon cards, labubu, and video games to grift on RAM.
>>109436930Are you stupid? If they make more of it then it'll get cheaper.
>>109436930It takes time to build a factory, and by the time the factory is built this the market winds could shift in such a way the factory made no sense to build in the first place.
They are investing in production. It's just not going to be consumer DRAM that they are looking to produce.
>>109436930>Why don't they just, like, produce a lot more memory?>Like just make more of it.they've already said several times they're not going to increase production, driving the prices even further up. by the time they'd be able to increase production, the demand would be down again. remember that this whole thing came suddenly like a flash, they had no time to planchina is going to flood the markets in a couple of years so it doesn't matter either way
>>109436930imagine being in a situation where you make more money by doing nothingthen imagine that you and your friends are the only ones who have access to this free money hackso you all choose to do nothing
>>109436930supply goes up then price goes down and then profits go down and thats REALLY REALLY BAD (it just is okay goy)
>>109436950The only one in that boat was Samsung and they just recently relented. Micron, Hynix, and CXMT have been building out new fabs at a concerning pace.>>109436970>that memory is not going to consumers. its going to apple, datacenters, and moreYou probably say corporations cause most pollution you retard. RAM that goes in an iPhone goes to regular people.
>>109437830>building out new fabs at a concerning paceThe goal is to drive prices down so hard that it puts everyone else out of business.
>>109436930The goyim don't deserve it.
>>109436930
they really do while it is economically and human cost feasibleonly so much of a product batch is passable
they will and they are building new fabs now, it's just takes up to a decade to ramp up
>>109436961You poor ignorant fool. Fabs take years to make and cost around $20 billion to make now. There are two coming online next year, and two more the year after, that Korea started building before the AI bubble and thats why everyone is projecting the prices will come back down around 2028 as these fabs come online.in other words, they were already planning additional capacity before anyone knew the US AI companies would go full retard for DRAM.And you also forget Micron would love to step in and fill the void and rank in more money and grow market share if the koreans were really holding back supply. But they can't because they are sold out too.I bet you also think the Koreans conspired to make spin drives spike in prices too even though they don't make them.stop posing on /g/ and stick to /v/.
>>109436930their analysis must predict that the demand shock will be over by the time new fabs are online
>>109436930> produce moreThey bought unproduced theoretical memory tgat would be made in the future.The memory manufacturers are probably not smart enough to get paid up-front though. So they won’t get paid for it, because the “customers” are shell companies that will intentionally go bankrupt, causing samsung et al. to do the same.
>produce more memory>make more of it>OP pic looks like those RAM sticks are having sex
This happens every time, you gotta time the market before you build
>>109437036This, these fabs take years to build. It's not a sweatshop producing cheap electronic toys. These fabs cost at least 20 billion dollars to build, with a dedicated power grid, dedicated water supply, its own city to house the workers, and multiple choke points in sourcing the necessary machinery and supply. You can build as many fabs as you want but if ASML is backlogged with their EUV machines or the Japanese are having trouble producing lithography materials, the tab will not run.
>>109439798
>>109436930Because they're making record profits as it is?
>>109437830That RAM is going to AI macs not iphones.
>>109439954When looking at the last 10 years, with the crypto gpu prices, covid and now ai bubble, I now build differently. The idea of upgrade later is dead, I get the best I can get, the idea when I build is:>will I be happy with that computer if it's the only one I have for the next 5 to 8 years? I committed 80% to that during my last build, I miss the 20% sorely now...
>>109441330Mr Xi... I kneel...
>>109441330That's nice except last year 128GB of DDR5 5600 was only $360.
>>109441495Well maybe youre a tard, shoulda thought of that
>>109441960I had to choose between my 96gb kit for 280 euro and a 128gb kit for more than 300, I went with the 96gb, actually it's enough for me
>>109436930You’re hired.
>say you're going to make more ram>HOLY FUCKING SHITBALLS NIGGER WHY WOULD YOU DO THAT WHY WOULD YOU SPEND MONEY THIS IS ANOTHER SHOAH>WHY DON'T YOU JUST GOUGE EXISTING NODES FOREVER AND NEVER BUILD ANYTHING NEW EVER AGAINThe truth is the ram cartel is creating as much new capacity as they can without wallstreet bankrupting them. And even then their stock prices are all in the shitter.
