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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (26391)	11/3/2025 10:00:58 AM
From: Elroy	Read Replies (1) \| Respond to of 26408

I think another factor (in DRAM at least) is that since there are only three major global makers (Samsung, SK and Micron) they normal "Asian battle for market share despite zero profits" approach to the industry is....over. If Samsung goes out of it's way (it could) to expand capacity so much that it drives Micron out of business, it would leave no US maker and two Korean makers, and we'd perhaps bomb Korea in response! So the incentive of the three remaining companies is......make money! Since probably no one can "catch up", they've got massive profitable cash cows now that are going to try to make money rather than destroy competition. It's a nice spot for them, and they'll extract more of the profit from the device from the device makers. I worry it will hurt sales of cheap electronics because they're already on razor thin margins. Prices for anything that uses DRAM and NAND is likely to go up. Inflation, just what we need. The AI data centers are evidently slowing disk drive purchases and increasing high capacity SSD purchases, for the foreseeable future, and voila NAND is sold out for 18 months. But but but.....what about the $120 cell phone sold in India? It needs some cheap NAND, dammit!