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 trhway on Saturday November 22, 2025 @06:37AM (#46013988)

I think in part it is a system level response to the widespread just-in-time approach of those businesses' clients. A just-in-time client is very "flexible" on price when supply is squeezed. After that back and forth i think we'll see return to some degree of supply buffering(warehousing) to dampen down the supply levels/price shocks in the pipelines.

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Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by CamperBob2 on Saturday November 22, 2025 @01:02PM (#46016759)

I thought that, too, but then the Nexperia shitstorm hit, and it was as if the industry had learned nothing at all from the COVID shortages.

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