Making money is so DRAM easy for some memory-flingers

While we are recovering from the global DRAM shortage, there's still enough of a drought for chip-slingers to rake in record revenues. PC, smartphone, server and other DRAM component sales pulled in about $16.5bn in the second quarter of 2017, according to analysis by DRAMeXchange. A spokesperson for TrendForce said there had …

[Aitor 1]

Collusion

I am pretty sure that they would no repeat proven past actions and form a cartel to benefit from it, that would be unethical and these companies are ethics driven.

[Anonymous Coward]

Re: Collusion

They don't need to collude, DRAM has always been characterized by boom/bust cycles. Maybe today there are few enough players that collusion is possible though.

If they had colluded in the past there would never have been 'bust' cycles, so I'd only be suspicious of collusion if we hit 2020 and DRAM and flash are still in undersupply.

[talk_is_cheap]

The players who are left in this market can just claim that any expansion plans will take far too long to deal with cost issues during this market cycle - so extending the cycle. Unless one of these announces a major investment none of the other have to bother. It's hard to prove the operation of a cartel if all the producers just sit on their hands because no one has made a commitment to expanding their production.