It’s exactly how this works, and during a quarterly review with Samsung, they literally told me they were doing this. Nobody in the industry is surprised by this.
Not sure why you’d deny what you literally see happening.
Yup. They control the entire market and there’s a decreasing number of fabs. They raise prices to ensure revenue doesn’t drop and they can keep showing investors lines going up.
It’s idiotic, and it’s how the industry has worked for decades at this point. Just wait till people figure out the games played by fabs, substrate manufacturers, and component suppliers…
Demand is way down, so they raise prices. This is the cycle that keeps repeating, and nobody should be surprised.
That’s… thats’s not how this works.
It’s exactly how this works, and during a quarterly review with Samsung, they literally told me they were doing this. Nobody in the industry is surprised by this.
Not sure why you’d deny what you literally see happening.
It shouldn’t (edited) matter if the rise the prices. Nobody’s buying, right?
They also drastically cut supply.
By cut supply, you mean several fabs have suffered catastrophic losses and turned down production for nearly a year? Because that’s what happened.
And yes, nobody makes products when there’s no demand for them. It’s the basics of how they turn the screws to buyers at all times.
They cut supply in like September. They were all fighting for market share still, largely driven by Samsung, hence the low prices.
Server shipments were way down because everyone overbought in 2021/2022.
The NAND market has always been an antitrust shit show.
Yup. They control the entire market and there’s a decreasing number of fabs. They raise prices to ensure revenue doesn’t drop and they can keep showing investors lines going up.
It’s idiotic, and it’s how the industry has worked for decades at this point. Just wait till people figure out the games played by fabs, substrate manufacturers, and component suppliers…