Comment Re:Cartel (Score 1) 70
I refuse to believe the claim that "this would require billions of dollars and at least five years to get a factory operational."
There is clearly enormous amounts of money circulating in the industry right now. If a company like Nvidia genuinely wanted to manufacture its own memory, it absolutely could. Even with initially poor yields, the economics could still work. A 50% yield rate is far less concerning when RAM prices have increased by 200%, especially for a company purchasing memory in massive volumes alongside its hardware partners.
From my perspective, this looks less like an unavoidable technical limitation and more like market consolidation and price coordination. Companies have become comfortable charging substantial premiums for RAM, and the current situation provides a convenient justification for it.