aaronspink
2[H]4U
- Joined
- Jun 7, 2004
- Messages
- 2,122
If there were true supply shortages due to bonafide customer demand that was exceeding manufacturing capacity as the cause of high prices, then sure.
However, when the "big 3" of the DRAM world suddenly state that they are ALL going to purposely diminish production in order to keep prices high (or even cause a rise in pricing), then they are colluding to manipulate the market by fabricating customer demand...that is what all the bitching is about.
They aren't diminishing production. The forecasts actually have production increasing. What they aren't doing is increasing the rate of production increases. They are cutting CAPEX investment (which is future increased capacity) not cutting current production volume.
And DRAM prices have largely been because of excess demand due to a massive growth in the number of devices using DRAM (driving primarily by mobile) and also the quantity of DRAM per device (also driven by mobile along with servers).