Ethan Tan, a memory industry consultant and former Samsung China executive, told Jefferies Equity Research analysts during a recent briefing that he expects memory prices to rise...
They very much can when they’ve been proven to collude to keep prices up.
If any one of them started making more RAM, they’d make a lot more profit than the other two. If all 3 did, they’d all still make a bunch of profit, but not as much as right now. They have an agreement that nobody ramps up RAM production so everyone gets to keep super high margins.
In the past they’ve literally agreed upon a target price to keep…
The problem lies in 3 companies owning a monopoly on dram production and all conspiring together to make things shit for everyone who isn’t them
3 companies can’t all have a monopoly on the same thing lol
They very much can when they’ve been proven to collude to keep prices up.
If any one of them started making more RAM, they’d make a lot more profit than the other two. If all 3 did, they’d all still make a bunch of profit, but not as much as right now. They have an agreement that nobody ramps up RAM production so everyone gets to keep super high margins.
In the past they’ve literally agreed upon a target price to keep…
You’re alleging that they’re doing this. Zero proof.
3 companies can’t have a monopoly. It’s literally in the definition of the word monopoly.
If they’re running a price-fixing scheme they sure can
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