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DRAM and to a lesser degree storage are notorious for their feast and famine cycles

(Well that and collusion)

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There are a lot of cyclical businesses that make money every year. It requires careful management. Factories can produce less than full capacity - but you better design for that. you can make money in the worst years without laying anyone off even - but it requires careful attention to details and not over hiring in good times as if they will never end.
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Factories working at (significantly) less than full capacity gets a bit harder when you've got one of the most expensive machines on earth working in them, and production lines that'll be out of date in a couple of years
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I don’t know if they realize that collusion lends itself to feast/famine.
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but if you don't collude during times of feast you will have famine, and during times of famine you will have famine, in an economy based on feast/famine you must sometimes feast or die.
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All of the capital intensive businesses face this issue. Chemicals, Shipping, Semiconductors etc.

You get market signals that the demand is there, you acquire the necessary capital, you spend 5 years to build capacity, but guess what, 5 other market players did the same thing. So now you are doomed, because the market is flooded and you have low cash flow since you need to drop prices to compete for pennies.

Now you cannot find capital, you don't invest, but guess what, neither your competitors did. So now the demand is higher than the supply. Your price per unit sold skyrocketed, but you don't have enough capacity!

Rinse and repeat.

Capitalists claim that this is optimal.

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The book Capital Returns: Investing Through the Capital Cycle details this phenomenon, including historical cases.

If anything, it shows it's possible for you to arbitrage this and in doing so help "smooth out the cycle."

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Is the DRAM industry really capitalist? Focusing on just the Korean parties, it functions like a command economy. I would say the same about most high end semi-conductor manufacturing, TSMC, Intel, ASML are being commanded and driven by nation-state level decision making. Right now the command is to focus on high wattage centralized AI systems at the expense of everything else.
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No one at high levels is capitalist, in ideology or action. An ideological capitalist would be in favor of competition, but these people disdain it and collude regularly. The only 'capitalist' actions they take are by accident, the real goal is as much power/money as possible as fast as possible.

We don't even expect companies to plan long-term anymore, it's just moving wealth as fast as possible.

That isn't really a change, very few people could ever have been said to be ideological capitalists. (capitalist is not a word with a hard definition, but I'm considering it a different thing than the more modern pure libertarian zero-regulation ideology)

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> Capitalists claim that this is optimal.

Because that does not happen exactly as you say for all players. The demand signals will be processed and long-term risk is balanced against short-term gain in a distributed fashion, so not everyone will do the same.

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Forecasting demand 5 years into the future is intrinsically highly unreliable. It doesn’t matter if it is capitalism or a command economy. The bet is always going to be risky and someone will have to pay for that risk.

At least with capitalism you have many different people with different perspectives on the risk making independent bets. That mitigates the more extreme negative outcomes.

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To add to that, investors who do make the bet get punished for over-building, which is better than tax payers paying for it. And before someone says it, big corps do get bailed out by gov't, but that's definitely goes against capitalist ideas.
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>Capitalists claim that this is optimal.

It's more optimal than planned economies until we have AI planned economies with realtime feedback, I guess.

Consumers get cheap goods during oversupply and most inefficient companies get elliminated during bust while consolidation leads to economies of scale.

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No this is literally a sign of an unstable system with too high of a gain K.

There is an alternative where legislation dampens this behavior but the short term profits will be lower. Hence the hawks don’t like it.

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>legislation dampens this behavior

Potentially. Well meaning and thought out legislation still distorts the markets, possibly making things objectively worse.

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This is a wild take.
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It's not optimal, it's pathological. Definitely better than starving under communist dictatorships though.
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