On: Samsung is expected to more than double output of its HBM4 and HBM4E DRAM

[eek2121]

I feel like everyone here forgets that the DRAM industry is operated by one big cartel. The rules of supply and demand don't apply here. Now that prices are up, they will keep it up, cutting supply as needed in order to do so. Every big DRAM manufacturer in the industry has been charged with price fixing, among other things: https://en.wikipedia.org/wiki/DRAM_industry_price_fixing

There are so few players in this space they can coordinate and collude pretty easily.

[Melatonic → eek2121]

DRAM isn't nearly as hard to get into as compute. The price fixing stuff is going to bite them in the ass someday soon by massively increasing the incentives for new players to enter the market and compete.