I hear you, but there is no conspiracy by Big Web 3.0 behind this, it’s just bubble economics.
RAM was profitable at ¼ current prices a year ago. Nothing of significance has changed to the price of materials (well, ignoring the temporary insanity of the US/Israel war on Iran War).
If current demand was expected to be stable long term, then, most likely, new production would quickly-ish (~3 years?) come online to capture more profits.
But nobody is expecting this to last, so there’s limited interest in building new chip fabs. So prices will stay high until the AI crash.
I hear you, but there is no conspiracy by Big Web 3.0 behind this, it’s just bubble economics.
RAM was profitable at ¼ current prices a year ago. Nothing of significance has changed to the price of materials (well, ignoring the temporary insanity of the US/Israel war on Iran War).
If current demand was expected to be stable long term, then, most likely, new production would quickly-ish (~3 years?) come online to capture more profits.
But nobody is expecting this to last, so there’s limited interest in building new chip fabs. So prices will stay high until the AI crash.
No conspiracy required; just economics.
https://www.reuters.com/world/asia-pacific/sk-hynix-plans-double-wafer-capacity-next-five-years-group-chairman-says-2026-06-02/