this post was submitted on 27 Jun 2026
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As awful as that sounds, I bet that's what will happen.
That's what I'm guessing. The consumer market is a multi-billion dollar industry. If Micron, Samsung, and SK Hynex are too big for it now, that's them leaving money on the table for others. Smaller companies will kick up, like those in China, and they'll gladly take the money left for them. It'll just take a while for them to get there.
The thing is, are they really leaving money on the table? Higher prices means less customers, yes, but also higher profits per unit. We don't actually know right now how many people would be willing to pay these new prices: if it costs twice as much but half the customers are still fine buying it, then profit stayed the same. And with no choice, I suspect much more than half are going to pay double.
Of course, the people who wouldn't do that are a potential market, but they are also a much lower profit margin. Comparably, that's probably not that much for these people.