That assumes Samsung, SK Hynix, and Micron won’t have competition in the next few years, but that’s already not true with the Chinese CXMT and YMTC. And the more they drive the prices up, the highest the reward for a new competitor to get established. They have a few good years (for them) charging these prices, but it won’t last.
That assumes Samsung, SK Hynix, and Micron won’t have competition in the next few years, but that’s already not true with the Chinese CXMT and YMTC. And the more they drive the prices up, the highest the reward for a new competitor to get established. They have a few good years (for them) charging these prices, but it won’t last.
Help us Xi Van Jingping - you are our only hope.
/s