DRAM Behaves More Like a Bilateral Quota Market
tengyanAI · x · 2026-07-13
DRAM pricing doesn't operate on a single unified auction price. Instead, it functions as a highly concentrated bilateral allocation market where manufacturers negotiate prices and quotas individually with different clients.
In this market, clients negotiate both price + supply volume simultaneously. During supply shortages, suppliers ration allocations, prioritizing clients willing to accept higher prices and sign longer contracts. Overall, it's a "semi-efficient" market.
More from Infra
- Oracle Q1: Triple-digit cloud infrastructure growth as AI demand booms — DavidLinthicum · 2026-09-11
- SF Compute founder: buying compute is 'an absolutely awful experience' right now — IgorCarron · 2026-09-11
- SmolVM open-sources persistent computer infrastructure for agents that outlive chat sessions — aniketmaurya · 2026-09-11
- PyTorch Day Korea 2026 launches first offline conf, CFP closes Sept 13 — PyTorch · 2026-09-11
- Local LLM server dilemma: 4x CMP-170HX (price up 53% in 20 days) vs Mac Studio M5 Ultra — rumboll · 2026-09-11
- llama.cpp lands Flash Attention tuning for RDNA4, big prefill gains on AMD — pmttyji · 2026-09-11