"Market forces" responsible for increase in DRAM prices? No so.
The price rise appears to be the result of collusion amongst memory
producers. The activity that has led to the price rise is illegal in the US.
From EETimes (
http://www.eetimes.com/semi/news/OEG20020130S0028):
"Major DRAM manufacturers are putting their heads together in an effort to
coordinate production capacity. . . .Among the participants are Samsung
Electronics, Micron and Infineon Technologies. . ."There are getting to be
fewer and fewer suppliers so we have to work more closely," he said. "There is
a lot of contact with these guys."
"Suppliers are comparing notes about production quantities across different
product lines, capacity plans and the expected supply of Intel's Pentium 4
chip in an effort to balance supply with demand. "We are not talking pricing
because that is illegal, but we are talking about how to cooperate ? how to
ensure that the supply side does not get crazy," he said.
(NOTE: OPEC generally doesn't talk pricing either: this sounds like pure collusion to me.)
"After nearly a year of dismal memory chip pricing, DRAMs have shot up by more
than 250 percent from their November low. . ."
PanJack