Upload Your RAM

Re:Upload Your RAM by gambiting on Saturday November 07, 2026 @06:10AM (#50403503)

Except that's nonsense, any company that could make more ram absolutely would because the damand is insane. There is no universe or economy where it would be profitable to artificially lower your production to keep prices high when you can just make more ram.

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Re:Upload Your RAM by raincole on Saturday November 07, 2026 @06:17AM (#50403541)

Really? You never heard about how OPEC?

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Re:Upload Your RAM by greggsy on Saturday November 07, 2026 @06:24AM (#50403573)

So… the major manufacturers, which operate across different continents with notoriously uneasy geopolitical tensions, are secretly operating a silicon cartel?

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Re:Upload Your RAM by chmod775 on Saturday November 07, 2026 @06:31AM (#50403619)

You mean the exact thing that happened before and that ended with prison time and fines for the people involved?

Truly an unimaginable and ludicrous suggestion.

https://en.wikipedia.org/wiki/DRAM_industry_price_fixing#200...

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Re:Upload Your RAM by matkoniecz on Saturday November 07, 2026 @06:31AM (#50403614)

OPEC that in an equivalent situation was desperately trying to increase oil production, to discourage looking for alternatives to oil? This OPEC?

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Re:Upload Your RAM by Taek on Saturday November 07, 2026 @06:23AM (#50403570)

It depends on how much inelastic demand there is. For example:

Let's say there are 10 companies that need 1 GB of RAM each in a life-or-death scenario. They would be willing to pay $100,000,000 per GB to get 1 GB of RAM.

At the same time, there are 90 more companies that need 1 GB of RAM each to make certain quarterly targets. They are willing to pay $10,000 per GB to get 1 GB of RAM.

If you make 9 GB of RAM, you can sell it for $900,000,000. If you make 99 GB of RAM, you can only sell it for $990,000, because the 10 life-or-death companies only need to bid high enough to push out a quarterly-target company.

It's a bit of a contrived example, but it shows you how restricting supply can boost total revenue if there is a segment of the market that has inelastic demand. (this is why medicine pricing has to be regulated - in the medical industry, there are lots of inelastic demand scenarios that can lead to predatory pricing)

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Re:Upload Your RAM by matkoniecz on Saturday November 07, 2026 @06:34AM (#50403631)

We are not getting this level of scarcity yet, so that mechanism (life of death desperation of rich players) is not entering picture yet.

We have less rich gamers deciding to not upgrade their PCs at most.

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Re:Upload Your RAM by galbar on Saturday November 07, 2026 @08:55AM (#50404553)

We have less rich gamers deciding not to buy a new PC in favour of streaming games from NVIDIA GeForce NOW.

Evidence: a friend of mine this month decided that he can't justify dropping $1.6k on a gaming computer.

As a PC gamer since I have memory, this whole situation makes me sad.

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Re:Upload Your RAM by IshKebab on Saturday November 07, 2026 @06:48AM (#50403719)

Yeah except price differentiation exists. There's a reason Nvidia doesn't allow consumer GPUs in data centres.

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Re:Upload Your RAM by brainwad on Saturday November 07, 2026 @06:50AM (#50403736)

Until making more means huge capex building extra factories. Semiconductors is famously a boom and bust industry, building too much in the boom will kill your company.

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Re:Upload Your RAM by gambiting on Saturday November 07, 2026 @07:01AM (#50403794)

Obviously, but I understood OP meant that they have capacity right now they are just choosing not to make more RAM right now.

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