alt Hacker NewsFabs take a long time to build. The price will come down once the new fabs come on line. It’s expensive because there isn’t enough of it. It’s not a conspiracy, it’s supply and demand. We’ve see this boom and bust cycle again and again.
Fabs take a long time to build. The price will come down once the new fabs come on line. It’s expensive because there isn’t enough of it. It’s not a conspiracy, it’s supply and demand. We’ve see this boom and bust cycle again and again.
This cycle might need more competitors, not only more fabs. It's in the interest of three companies to keep supply constrained to raise prices, and they act as a cartel so until the cartel breaks or a competitor grows large enough to have fabs that can make a dent in the demand we will keep seeing high prices.
For a relevant competitor to show up takes much longer than building a fab (which is already a long enough endeavour).
I'm not that hopeful the price for RAM and other PC parts will come down in any meaningful way for the next 3-5 years.