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A comment on DRAM prices are spiking, but I don't trust the industry's why. Parent comment

Re:DRAM prices are spiking, but I don't trust the industry's... by ffsm8 on Wednesday November 26, 2025 @02:50PM (#46061602)
I do not have any particular insight into the market, I was just extremely confused reading this in particular

> Right now demand for DRAM is extremely high bordering on endless. Prices are going up. The incentive for one of the big players to undercut the other on cost even just a little bit to pick up market share is extremely lucrative.

Given this first statement, the last one makes no sense.

Either the demand is limited, giving sellers that undercut the ability to move more products... Or the demand is higher then production, making it nonsensical to undercut anyone, because you'll sell out anyway, no matter if you're cheapest or not

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Re:DRAM prices are spiking, but I don't trust the industry's... by lazide on Wednesday November 26, 2025 @04:43PM (#46062691)
If demand is high and supply is fixed (generally the case) you can also pull a DeBeers, grab everyone by the balls, and charge 3x (or more) the already high prices everyone would already get when you sell out your inventory.
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Re:DRAM prices are spiking, but I don't trust the industry's... by energy123 on Wednesday November 26, 2025 @05:53PM (#46063235)
To the extent that demand is price inelastic, which in practice means a lack of substitutes and the product serving an essential need.
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Re:DRAM prices are spiking, but I don't trust the industry's... by lazide on Wednesday November 26, 2025 @06:20PM (#46063434)
With the AI boom ongoing, plenty of people with deep pockets are desperate. Perfect time for some gouging.
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Re:DRAM prices are spiking, but I don't trust the industry's... by tliltocatl on Thursday November 27, 2025 @02:21AM (#46066630)
Demand for diamonds is rather elastic, yet DeBrees did it.
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