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Comment by Chyzwar | Hacker News Reader

Main producers actually reduced dram output in 2026. When you have few players with very high capital cost you will end up with cartels like light bulb cartel.

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Someone will come in when the price goes up enough. It will take time, but it will happen. What people are complaining about is that the time for this to happen is too long.

Oh look, there is a player coming into the market it seems:

https://economy.ac/news/2026/02/202602288291#:~:text=If%20eq...

EDIT: In fact many other chinese companies are now expanding into DRAM because of the high prices. Which confirms exactly what I said.

  > chinese companies are now expanding into DRAM because of the high prices

a good sign, but im guessing at some point these companies are gonna be tariffed heavily...

Reminder the whole world is not the United States of America. While you make the choice of voting for someone who thinks tariffs are good for the local market, no other country joined your bandwagon.

>"a good sign, but im guessing at some point these companies are gonna be tariffed heavily..."

In the US. The rest might do the other way. The US of course will try to do some arm twisting. Hopefully the world can learn to fight back.

Maybe they will. However people often claim that there won't be anyone to want to enter the market to take advantage of high DRAM prices when if they spent two minutes doing a web search they would discover that isn't true.

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