alt Hacker News> because I prioritized extremely high prices for a few years that might have the effect of changing the arithmetic for potential competitors that wouldn't have done it before.
Or maybe they believe the demand is not sustainable, and they don't want to fund $10B ghost fabs.
There will be new competitors. And there will be one or two companies that will take it (memory) in house and eliminate the memory companies out of the picture.
The three greedy memory companies are changing the equations in tech industry and it won’t be in their favor in the long term.