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.
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