4 ms·
This is good news. The price you pay for jacking up your prices is losing market share. Once established, the Chinese vendors will retain most the market share
by nutjob2 8mo ago
This is good news. The price you pay for jacking up your prices is losing market share.
Once established, the Chinese vendors will retain most the market share if the quality is ok. The SK/JP vendors are making a big mistake.
- xadhominemx 8mo agoEveryone is completely sold out and adding capacity as quickly as possible.
- ErneX 8mo agoAre they really adding capacity?
- ReptileMan 8mo agoI am sure you can lock great prices for ram for 2035 delivery.
- cmxch 8mo agoIf only on principle alone, could one secure a contract to buy a few TB of DDR5 memory to be delivered in 2035? And if so, how?
- ReptileMan 8mo agoFew TB probably not, but few EB I think you will be able to make a contract.
- cmxch 8mo agoOh well. Just wanted to do a commitment buy to at least say “I don’t care if my RDIMMs are long obsolete” for some existing DDR5 builds I have.
- xadhominemx 8mo agoYes of course. Looking at the share prices of their suppliers— ASML, Lam Research, Applied Materials, etc.
- kvemkon 8mo agoBut since when? There are public announcements about new energy deals since summer 2024. But I'm missing any information about similar RAM/NAND/HDD deals back then, so that corresponding shortages could be only for short time until, say, summer 2026.
- wrsh07 8mo agoIt's not clear that raising your prices to match the supply/demand curve is a mistake They will compete on price if they are forced to, but they aren't forced to right now
- yellowapple 8mo agoIt ain't the price raise that's the mistake (even if that's what's currently painful for those of us looking to buy RAM). It's the willingness to only raise prices, and not meaningfully expand production, that's the mistake.
- Snoozus 8mo agoWould you build a fab that costs billions and takes years to start production because of a bubble?