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lumayesterday at 5:11 PM4 repliesview on HN

There are only 3 manufacturers (about to be 4 soon) total. This is a demand crunch the likes of which the market hasn't seen before, prices are doing the natural thing.


Replies

cm2187yesterday at 5:26 PM

You make it sound like the crunch is caused by manufacturers, my understanding is that it is caused by the abnormal demand. I am not aware that RAM production is at a historically low level.

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ColdStreamyesterday at 9:09 PM

If you are talking CXMT Apple recently learned the hard way that even with price fixed RAM from the big 3, CXMT is struggling to provide cheaper prices as they are using much older design/manufacturing systems.

https://www.msn.com/en-xl/money/general/apple-s-cxmt-memory-...

throwaw12yesterday at 6:18 PM

who is the 4th?

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georgemcbayyesterday at 5:48 PM

> There are only 3 manufacturers (about to be 4 soon) total.

...3 manufacturers with a long history of price fixing...

https://en.wikipedia.org/wiki/DRAM_industry_price_fixing

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