3 ms·
Probably inevitable since they got banned from their largest market[1] in the fallout of the semi/chip bans , with the addded disadvantage that their only play
by rzerowan 10mo ago
Probably inevitable since they got banned from their largest market[1] in the fallout of the semi/chip bans , with the addded disadvantage that their only play to recoup profits would be through narrowing market ang hiking prices.
And here we are - im pretty certain the other DRAM cartel members are willing to play along , as long as their profits spike.
[1] https://www.morningstar.com/news/marketwatch/20251017180/why-micron-is-pulling-out-of-the-data-center-chip-business-in-china https://www.morningstar.com/news/marketwatch/20251017180/why...