The NAND market is an effectively monopoly that has been caught price fixing in the past. They desperately want to keep prices as high as they can so they tightly control supply to prevent having any excess product. This screws everyone over as soon as there’s a spike in demand that they failed to account for.
Instead of just keeping a consistent supply and allowing prices to drop from competition, we end up with price rollercoaster that peaks every few years then crashes back down again. The severity is just higher than usual due to the higher demand from data centers.
The market desperately needs a new player that just consistently creates supply instead of playing stupid games, but the barrier to entry is too high.
The NAND market is an effectively monopoly that has been caught price fixing in the past. They desperately want to keep prices as high as they can so they tightly control supply to prevent having any excess product. This screws everyone over as soon as there’s a spike in demand that they failed to account for.
Instead of just keeping a consistent supply and allowing prices to drop from competition, we end up with price rollercoaster that peaks every few years then crashes back down again. The severity is just higher than usual due to the higher demand from data centers.
The market desperately needs a new player that just consistently creates supply instead of playing stupid games, but the barrier to entry is too high.