The RAM pricing crisis has only just started, Team Group GM warns — says problem will get worse in 2026 as DRAM and NAND prices double in one month
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PieFed
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HBM is like 10% of production but 30% of the revenue.
I’m guessing they want to get dram to the point where prices for dram are as high as possible, like all the past cases of collusion by those three companies.