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Samsung is expected to more than double output of its HBM4 and HBM4E DRAM

562 points · 458 comments · giuliomagnifico

chr15m · 1789947126 · focus · HN ↗
A shortage is almost always followed by a glut. Memory of all kinds is going to get very cheap due to supply and demand and substitution effects.
1. cute_boi · 1789947191 · focus · HN ↗
  Not when companies have monopolies.
  1. chr15m · 1789948038 · focus · HN ↗
    There is no monopoly on computer memory.
    Yes, only a small number of companies produce memory because of capital requirements and complexity. When prices go up both of those things become less of a problem for investors who can see better return for lower risk on that high capital investment. They will then invest in production to capture those returns. This is literally the exact reason Samsung are doubling supply of this particular type of memory.
    High prices will fix the shortage.
    0x457 · 1789966264 · focus · HN ↗
    Yeah, its not like companies ever colluded to keep prices high...
    <a href="https://en.wikipedia.org/wiki/DRAM_industry_price_fixing?useskin=vector" rel="nofollow">https://en.wikipedia.org/wiki/DRAM_industry_price_fixing?use...

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