Comment Re:OPEC, but worse (Score 1) 20
DRAM is a commodity in both the actual sense (the stuff from different sources is pretty much interchangeable) and the sense you've described. You, literally you, can ring up someone who runs a contract fab and ask them to make you some DRAM. It's pretty straightfoward stuff. Here's a YouTuber making some in his garage: https://ancillary-proxy.atarimworker.io?url=https%3A%2F%2Fwww.youtube.com%2Fwatch%3F....
There are a bunch of boutique DRAM producers. They're small scale and do specialty stuff (the actual high end DRAM). The commodity stuff you want to buy is dominated by a few companies that are vertically integrated, super efficient and make their money on massive volume. They also switch around a fair bit because during booms like this one making memory seems like a great idea, but then there's a bust and half of them go broke. SK Hynix alone started out as Hyundai, merged with LG's memory unit, got booted out of Hyundai during a bust, got bought by a conglomerate, bought out Intel's memory unit, and is currently a major producer.
But hey, it's boom time so Intel's talking about making memory again, CXMT is firing up and the majors are all building new fabs as quickly as they can borrow the money to pay for them.