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That trend seems to be over. China's antitrust regulator has put the DRAM cartel on notice, and they're willing to stand up state-sponsored fabs to deal with i
by paulmd 9y ago
That trend seems to be over. China's antitrust regulator has put the DRAM cartel on notice, and they're willing to stand up state-sponsored fabs to deal with it if necessary. Coincidentally just after that, Samsung announced production is going up and prices are expected to decline over this year.
http://www.china.org.cn/business/2017-12/23/content_50157479.htm http://www.china.org.cn/business/2017-12/23/content_50157479...
https://www.theregister.co.uk/2017/12/21/china_memory_insource/ https://www.theregister.co.uk/2017/12/21/china_memory_insour...
https://www.reuters.com/article/us-samsung-elec-chips-outlook-analysis/end-of-a-chip-boom-memory-chip-price-drop-spooks-investors-idUSKBN1F406U https://www.reuters.com/article/us-samsung-elec-chips-outloo...
Pretty blatant market manipulation here by the DRAM cartel - and China has enough downstream manufacturing at stake here that they're willing to go to the mat over it.
- sangnoir 9y agoThis is fantastic news! I hadn't heard of this - it means my future memory upgrades will be reasonably priced :-).