this post was submitted on 25 Jun 2026
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They're like a movie actor who was in obscurity for decades and is suddenly popular. Is it being a traitor when everyone is offering larger and larger amounts for your time?
If you applied for two jobs, both said they wanted to hire you and started budding higher and higher so you'd work for them, are you a traitor to the customers who ultimately pay your inflated salary?
I don't blame Micron. I blame the people who invested billions into AI which allowed this to happen.
And if one was based on seven companies selling debt to each other creating a bubble that will pop and destroy the economy?
I would take the one that paid less, but would not be an active plague on the planet and its people.
The big 3 are known for being a price fixing cartel.
Any individual company could make more money by scaling up production. But they don't because they already know the other 2 won't.
So in your analogy the actors have all agreed to only work 10 hours a week and it's nearly impossible to become an actor without having tens of billions to start
There are over 300 companies with over a $50B market cap. The money is there.
Micron doesn't expand production not because they don't want more money but because they think AI is a fad like everyone else.
That doesn't mean they all have $20B in cash to spare, OR the expertise to pull it off. Even China is still playing catch-up and nobody else is even trying because to get started in 2026 would mean poaching a bunch of people with nasty non-compete clauses to even get started planning.
There are documented cases of these same 3 companies colluding to constrain supply, even openly discussing what the target price of DRAM should be. Some of the people who were found guilty got their fines or even prison time and then came back and got promoted.
Apple has $68B in cash on hand. Not stocks or other investments, cash.
Yes, but that doesn't change that there are dozens of companies that could make ram but don't because they pass off the price increases and blame ram manufacturers while not risking their own money.