[nutjob2]

This is good news. The price you pay for jacking up your prices is losing market share.

Once established, the Chinese vendors will retain most the market share if the quality is ok. The SK/JP vendors are making a big mistake.

[xadhominemx]

Everyone is completely sold out and adding capacity as quickly as possible.

[ErneX]

Are they really adding capacity?

[wrsh07]

It's not clear that raising your prices to match the supply/demand curve is a mistake

They will compete on price if they are forced to, but they aren't forced to right now

[yellowapple]

It ain't the price raise that's the mistake (even if that's what's currently painful for those of us looking to buy RAM). It's the willingness to only raise prices, and not meaningfully expand production, that's the mistake.