Samsung's 60% DRAM Price Hike Signals a New Phase of Global Memory Tightening

Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by Retric on Friday November 21, 2025 @04:39PM (#46009293)

This is part of how free markets self correct, misallocate resources and you run out of resources.

You can blame irrational exuberance, bubbles, or whatnot markets are ultimately individual choices times economic power. Ai, Crypto, housing, Dotcom etc going back through history all had excess because it’s not obvious when to join and when to stop.

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Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by Dylan16807 on Friday November 21, 2025 @04:45PM (#46009346)

Usually companies run out of resources before they screw up global prices in massive markets.

If it was a couple billion dollars of memory purchasing nobody would care.

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Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by ben_w on Friday November 21, 2025 @04:55PM (#46009440)

> Usually companies run out of resources before they screw up global prices in massive markets.

It happens more often than you might expect.

The Onion Futures Act and what led to it is always a fun read: https://en.wikipedia.org/wiki/Onion_Futures_Act

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Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by Aerroon on Saturday November 22, 2025 @03:42AM (#46013230)

The problem is that memory manufacturing is hard enough that there are essentially 3 major companies that do it globally: Samsung, SK Hynix, and Micron.

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Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by an0malous on Saturday November 22, 2025 @07:03AM (#46014151)

> This is part of how free markets self correct, misallocate resources and you run out of resources.

Except that these corporations will almost certainly get a bail out, under the auspices of national security or some other BS. The current admin is backed by the same VCs that are all in on AI.

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