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 fabian2k on Friday November 21, 2025 @05:05PM (#46009534)

They're treating it as a "winner takes it all"-kind of business. And I'm not sure this is a reasonable bet.

The only way the massive planned investments make sense is if you think the winner can grab a very large piece of a huge pie. I've no idea how large the pie will be in the near future, but I'm even more skeptical that there will be a single winner.

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Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by sixothree on Friday November 21, 2025 @05:23PM (#46009726)

What's odd about this is I believe there does exist a winner takes all technology. And that it's AR.

The more I dream about the possibilities of AR, the more I believe people are going to find it incredibly useful. It's just the hardware isn't nearly ready. Maybe I'm wrong but I believe these companies are making some of the largest strategic blunders possible at this point in time.

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Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by sokoloff on Friday November 21, 2025 @05:39PM (#46009879)

Why would AR be particularly likely to have a single winnner?

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Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by sixothree on Saturday November 22, 2025 @12:28PM (#46016444)

While the technical features are what attract me, I'm convinced what most people are going to be interested in are social features.

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