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Absolutely I agree that AppleInsider's nonsensical fanboi narrative has no place. This is all part of business cycle that went a bit berserk in 2016 when Samsu
by tooltalk 8y ago
Absolutely I agree that AppleInsider's nonsensical fanboi narrative has no place.
This is all part of business cycle that went a bit berserk in 2016 when Samsung decided to increase their capex significantly to boost their capacity to capture greater marketshare in spite of the obvious resulting glut. Yes, consumers benefitted from plummeting prices, but most DRAM makers had to cut capex and capacity to deal with the DRAM glut and plummeting prices in 2016. The lower capex and capacity likewise eventually led to the price hike of 2017-2018 that we just witnessed. During this rise, the DRAM market participants again started expanding and we are seeing prices falling again. Barring unseen major technical breakthrough or extraordinary market demand (no, I don't mean Apple's market share or profit margin, fanbois), this cycle would continue...