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I appreciate the insight. I don't know anything about that business, and also realize that Samsung as a whole is a huge conglomerate with many things I don't t

by axaxs 8y ago

I appreciate the insight. I don't know anything about that business, and also realize that Samsung as a whole is a huge conglomerate with many things I don't track. Being chip based, I'm assuming they have increasing competition from China though, no?

sanxiyn 8y ago
No. There actually has been a good news from China on DRAM recently. Fujian Jinhua, the leading Chinese DRAM competitor, is rumored to be exiting the business.
- ksec 8y ago
  It is more of a political move to smooth out the Damage about Fujian Jinhua stealing IPs from Micron more than anything else.
  - sanxiyn 8y ago
    Yes, but it's still a good news for Samsung.
- axaxs 8y ago
  Thank you, I'll read into this.