Earlier quoted context omitted.
> The IDC article says that DRAM prices are not expected to come down again Sure thing. I'd take a look at IDC & similar firms' forecasting history before worrying too much about what they say. There is an AI boom right now. There will be a consolidation cycle at some point. When that happens half the players, if not more, will disappear. The huge hardware budgets will go with them. We also can't be certain that the…
HBM is not normal memory. It uses a lot more area per bit and has lower yield too. So a Gb of baseline DRAM and a Gb of HBM are very different measurements, the latter equates to so much more in terms of volume.
Of course given the dynamics of business these days and how financialized these companies are it wouldn't surprise me if this is also just a result of refusal to invest capex in expansion. So long as the other 2-5 players in the market do the same there's no benefit to expanding or lowering prices. We all just sit on our hands and let market forces raise prices (and profit) for us.
Whatever the case it seems capitalism has gone off the rails in multiple ways.