So it’s also the perfect time to constrain the product flow to jack up the prices.
They’ve been acting like a cartel for a long time now and somehow they never match the demand even after 18 months straight price increases. They already have the fab, the procedures, and everything, so stop acting like they’re setting up a brand new fab just to increase throughput.
This seems like a weird subject on which to be so aggressive, or at least I'm interpreting your tone that way. DRAM manufacturers absolutely have engaged in illegal price fixing in the past (1998-2002 in particular). But they've also overbuilt and underbuilt in fairly regular cycles, resulting in large swings in dram price and profitability. And they've had natural disasters reduce production capacity (e.g., micron in 2021). But there's no evidence right now that this is anything except finding themselves in the nice (but nervous) position of making a product that just just had a major demand spike, combined with some clever contract work by openai.
Demand right now is so high that they'd make more net profit if they could make more dram. They could still be charging insane prices. They're literally shutting down consumer sales - that's completely lost profit.
They’ve been acting like a cartel for a long time now and somehow they never match the demand even after 18 months straight price increases. They already have the fab, the procedures, and everything, so stop acting like they’re setting up a brand new fab just to increase throughput.