It's not clear that raising your prices to match the supply/demand curve is a mistake
replyThey will compete on price if they are forced to, but they aren't forced to right now
It ain't the price raise that's the mistake (even if that's what's currently painful for those of us looking to buy RAM). It's the willingness to only raise prices, and not meaningfully expand production, that's the mistake.
replyEveryone is completely sold out and adding capacity as quickly as possible.
replyAre they really adding capacity?
replyYes of course. Looking at the share prices of their suppliers— ASML, Lam Research, Applied Materials, etc.
replyBut since when? There are public announcements about new energy deals since summer 2024. But I'm missing any information about similar RAM/NAND/HDD deals back then, so that corresponding shortages could be only for short time until, say, summer 2026.
replyI am sure you can lock great prices for ram for 2035 delivery.
replyIf only on principle alone, could one secure a contract to buy a few TB of DDR5 memory to be delivered in 2035?
replyAnd if so, how?
Few TB probably not, but few EB I think you will be able to make a contract.
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