> Samsung was trying to increase market share in DRAM and they pumped in billions in CAPEX to increase their manufacturing capacity.
That's exactly how it's supposed to work. Every manufacturer is individually incentivized to increase supply to increase their own relative share of the market.
Of course, it's collectively better for all of them to choke supply, which is how we get OPEC and the DRAM cartel.
China's got a big electronics industry that needs DRAM for their products, so if Korea is going to choke supply then they're just going to start up their own fabs. And predictably, the DRAM cartel is now crying about the new kid on the block messing up their attempt to corner the market.
> It looks like all DRAM makers are increasing their output now, but probably not enough to bring down the price fast enough, as it takes years to ramp up production.
No, actually, they are contracting supply relative to projected demand. Demand is going up by 20.6%, supply is only going up by 5-7%.
https://press.trendforce.com/press/20170920-2972.html
> This also meant that they couldn't invest much into their future capacity which is why we have the kind of price surge that we now have. This is no brainer if you look at it from business cycle point of view.
Pretty sure they cut capex in 2016, which wouldn't have had an impact until like, this year. Are you saying that they cut capex and in a matter of months prices doubled? Yeah, doesn't seem correct to me.
> Was it Cartels intend to drive the price so low that they would be almost out of business too?
Samsung was "almost going out of business"? Bull fucking shit.
Actual, literal, "won't someone think of the poor corporations just struggling to make ends meet". Just wow.
Hynix, Samsung, and Micron are making bank.