I believe you’re attributing views to me that I didn’t state.
I never claimed the price increase itself was “social-media vibes.” My sentence referred to the belief that prices are out-running supply and demand. That belief needs data, not just anecdotal posts.
I also never said the price rises “weren’t true.” I said the cause is straightforward demand-pull from AI, not conspiracy or hoarding. Prices can rise faster than CPI when demand shifts quickly and supply is inelastic; that’s consistent with the chart I posted.
My first comment was about the aggregate RAM market, not Samsung specifically. The sentence “Memory isn’t expensive because Samsung is greedy …” was meant to rebut all of the conspiratorial comments in the thread, not to build a micro-level model of Samsung’s pricing power. You’re right that an oligopoly can amplify price moves, but that point needs margin data to separate strategic withholding from pure demand-pull. You haven’t provided that data.
If you have evidence that Samsung’s margins have expanded faster than the industry cost curve, I’d like to see it. Those numbers would tell us if the spike is market-clearing or profiteering.
And next time, lead with the data you did find instead of the name-calling; it lands better and actually backs the claim you’re making.
I believe you’re attributing views to me that I didn’t state.
I never claimed the price increase itself was “social-media vibes.” My sentence referred to the belief that prices are out-running supply and demand. That belief needs data, not just anecdotal posts.
I also never said the price rises “weren’t true.” I said the cause is straightforward demand-pull from AI, not conspiracy or hoarding. Prices can rise faster than CPI when demand shifts quickly and supply is inelastic; that’s consistent with the chart I posted.
My first comment was about the aggregate RAM market, not Samsung specifically. The sentence “Memory isn’t expensive because Samsung is greedy …” was meant to rebut all of the conspiratorial comments in the thread, not to build a micro-level model of Samsung’s pricing power. You’re right that an oligopoly can amplify price moves, but that point needs margin data to separate strategic withholding from pure demand-pull. You haven’t provided that data.
If you have evidence that Samsung’s margins have expanded faster than the industry cost curve, I’d like to see it. Those numbers would tell us if the spike is market-clearing or profiteering.
And next time, lead with the data you did find instead of the name-calling; it lands better and actually backs the claim you’re making.