This is how every ramp-up in a market works. It is called hedging. The promised sales volume at that higher price then let companies invest in higher supply.
The problem here is that none of only four companies which manufacture RAM don‘t want to compete for this demand, but instead share the price increase among each either in profit margins. (This is of course, because they don‘t believe in the AI hype, but nonetheless RAM manufacturing is an oligopoly, which is a problem in of itself.)
Ramping up supply costs money, and the AI bubble is on the verge of popping. They’d need to know that this demand would be sticking around before investing in higher fab capacity.
This is how every ramp-up in a market works. It is called hedging. The promised sales volume at that higher price then let companies invest in higher supply.
The problem here is that none of only four companies which manufacture RAM don‘t want to compete for this demand, but instead share the price increase among each either in profit margins. (This is of course, because they don‘t believe in the AI hype, but nonetheless RAM manufacturing is an oligopoly, which is a problem in of itself.)
Ramping up supply costs money, and the AI bubble is on the verge of popping. They’d need to know that this demand would be sticking around before investing in higher fab capacity.