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Comment by sc68cal

> The incentive for one of the big players to undercut the other on cost even just a little bit to pick up market share is extremely lucrative.

I would argue that the DRAM price fixing scandal actually demonstrates that the industry operates like a cartel. During times of low demand and high supply, they will coordinate to protect prices, and then during spikes in demand (or alleged spikes in demand) they coordinate to keep the price from dropping.

https://en.wikipedia.org/wiki/DRAM_price_fixing_scandal

parent sc68cal 11 months ago

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