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Re:Memory prices climb 500% in 12 months, up to 10x the lowe... by shibapuppie on Tuesday August 18, 2026 @04:14PM (#49351998)
"limited supply goes to the buyer who need it the most"

No? It goes to the buyer with the deepest pockets.

Re:Memory prices climb 500% in 12 months, up to 10x the lowe... by empiricus on Tuesday August 18, 2026 @04:17PM (#49352038)
it is probable that you don't get the deepest pockets by wasting money. anyone that pays so much for memory means they expect to get even bigger value from that.
Re:Memory prices climb 500% in 12 months, up to 10x the lowe... by shibapuppie on Tuesday August 18, 2026 @05:16PM (#49352845)
"It is probable"

So RAM manufacturers will turn down company B's $2M offer for company A's $1M offer because company A "needed it more"?

I'm actually done discussing this...

Re:Memory prices climb 500% in 12 months, up to 10x the lowe... by empiricus on Wednesday August 19, 2026 @05:36AM (#49359156)
My comment is about B offering 2M when normally the price of that RAM was around 1M. Most probably B has a way to get > 2M value from that RAM.
Re:Memory prices climb 500% in 12 months, up to 10x the lowe... by pixl97 on Wednesday August 19, 2026 @09:57AM (#49361709)
This is a misunderstanding of bubble markets to an extreme degree.

In a bubble market where B has massive amounts of capital allocated to it in a way that will likely collapse in the future than it's very likely they will never recuperate the 2M they put in the RAM. Instead buyer A that would get at least 1M of usefulness if not more, gets far less, crippling their business. Then when B collapses a ton of RAM is dumped on the market for far less than 1M cratering the RAM providers business for years.