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2027 RAM Capacity Has Reportedly Been Sold out
(www.ign.com)
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this post was submitted on 07 Aug 2026
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They're publicly traded companies. Their investor meetings point out that HBM is not more profitable.
It is in theory more guaranteed profit because it's a smaller number of bigger contracts. But that's the gamble they're making.
But isn’t it kind of a game of chicken then for the consumer markets? Whoever gambles the other way, can win in both volume and availability, being able to cut the others off market just by pricing, enabled by the prior two points, get brand points by the ladle while at it, and kind of become a staple of the consumer market. When the bubble pops and others return, the market isn’t the same and everyone else sits at a disadvantage?
Yes.
Which is why it's bad that the only 3 companies with capacity currently are colluding.