PC manufacturers should grow some balls and tell RAM suppliers to lower the price or lose their business forever.

The RAM suppliers would probably be thrilled to end those consumer contracts, they could allocate more to high paying AI.

There’s no guarantee that AI companies will need this amount of product indefinitely, while PC manufactures will always need RAM. Alienating them would be commercially foolish.

That’s exactly why they can alienate them. The PC manufacturers don’t really have many vendors to choose from.

For now. Would you risk a long-standing relationship with your most important customers for a temporary boost in income?

Wouldn’t be the first time. They got caught in a huge price-fixing scandal just about a decade back and nothing changed.

And again, where are the customers going to go? There’s only so much capacity and no one’s building new plants.