So I’ve been thinking about the RAM shortage that seems to just be getting worse and worse. Sure, there is a huge demand from companies building their AI infrastructure. But only a few factories in the world process silicon into the chips we can use for that. In my mind, that creates a cartel-like situation where a real shortage could easily be maintained artificially to keep prices up.
My partner says I sound like my mum talking about the moon landing. 😄 This feels less fun though.
The RAM cartel is a real thing that has resulted in multiple legal actions in the past. Not even a theory, just “good business” as far as the big 3 are concerned.
It’s not that kind of conspiracy when people from those companies have already been sent to jail for market manipulation via a cartel which artificially to kept prices up. It’s just good sense to expect more of the same.
So I’ve been thinking about the RAM shortage that seems to just be getting worse and worse. Sure, there is a huge demand from companies building their AI infrastructure. But only a few factories in the world process silicon into the chips we can use for that. In my mind, that creates a cartel-like situation where a real shortage could easily be maintained artificially to keep prices up.
My partner says I sound like my mum talking about the moon landing. 😄 This feels less fun though.
The RAM cartel is a real thing that has resulted in multiple legal actions in the past. Not even a theory, just “good business” as far as the big 3 are concerned.
It’s not that kind of conspiracy when people from those companies have already been sent to jail for market manipulation via a cartel which artificially to kept prices up. It’s just good sense to expect more of the same.