For western-oriented companies, it’s a trap. All RAM makers outside China are in a single cartel. When anyone tries to undercut prices, they all lower their prices too and starve out the new competitor. Then, prices go up again.
This is why only China can solve the RAM crisis. They need their own full-scale domestic RAM production for geopolitical reasons and are therefore not disincentivized by the cartel existing.
For western-oriented companies, it’s a trap. All RAM makers outside China are in a single cartel. When anyone tries to undercut prices, they all lower their prices too and starve out the new competitor. Then, prices go up again.
This is why only China can solve the RAM crisis. They need their own full-scale domestic RAM production for geopolitical reasons and are therefore not disincentivized by the cartel existing.