What's interesting to me is here is that we basically are in terra incognita with this RAM market.
We are at a point where the market is so concentrated that nobody wants to invest in production capacity anymore as everyone wants margins to stay high. So when companies pivot to new niche like data centers, you see penuries on the consumer markets with nothing happening to solve the issue. The boom and bust cycle seems over at least as long as demands stay stable. Baring a crash of the IA economy, I don't see any short term change coming from the key manufacturers.
Yet, what I find fascinating is that the whole oligopoly has pivoted so hard, they couldn't quickly pivot back to protect these markets if challenged. There is a unique opportunity for new comers if they can get the manufacturing capacities. Some Chinese manufacturers who used to make low grade chips could be tempted. They might be impaired by the new geopolitical situation however and the tarifs.
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