When demand is higher than supply, price go up.
Everyone says well just increase supply! IDIOT. You can't...
The equipment needed to produce things like RAM, CPUs/GPUs is very expensive and takes years to rollout to increase your capacity. Which has its own supply problem, there are very few companies making that specialised equipment and its very, very expensive.
So no one wants to over do it. If you buy the equipment now you are buying it at a premium price and it takes billions in investment and years before it starts producing anything. If you commit to increasing capacity and demand goes down you have a fuck tonne of stuff you cannot sell at the price you were accounting for.
Some Chinese manufactures have seen the hole in the market and started selling RAM in Australia but if they sell it at non inflated prices the stores that sell it are going to jack up the price because demand is still there and they can make more money. Which would mean the seller ends up making more money then the manufacture who bares all the costs.
Which means you have these new (To Australia) Chinese manufactures selling RAM with worse performance than what the market already had at a slightly cheaper price.
The cost to enter the market is so high and takes so long there is no quick/simple solution to bring the prices down outside of the AI bubble bursting.
