The price reversal is caused by the unbridled demand for HBM.
  • hoshikarakitaridia@lemmy.world
    23·
    12 hours ago

    They put the onus on AI for the price increase but honestly I believe the ram cartel is responsible to the same degree.

    Either way, it looks like we’re soon getting an out, because both of those things are at the brink of changing. And if any one of us has any say in this, they should make sure these things change as fast as possible.

    • Blue_Morpho@lemmy.world
      4·
      9 hours ago

      The cartel can only price fix because no other foundry wanted their stock price to go down because of small margins.

      AMD sold their foundry. Intel has a foundry. They could have made ram to ensure long term growth but that would have affected their quarterly profit.

      • hoshikarakitaridia@lemmy.world
        1·
        2 hours ago

        For all we know AMD would have just joined them.

        It’s just really depressing to see the global economy basically be held ransom by 3 companies just because the EU and America didn’t properly slam those companies the first time. History doesn’t repeat itself but there’s been way too much historic poetry lately.