Re:AMD Returns to Full-Year Profitability, Forecasts Strong ...
by paulmd on Wednesday January 31, 2018 @01:39PM
(#16276299)
That trend seems to be over. China's antitrust regulator has put the DRAM cartel on notice, and they're willing to stand up state-sponsored fabs to deal with it if necessary. Coincidentally just after that, Samsung announced production is going up and prices are expected to decline over this year.
Pretty blatant market manipulation here by the DRAM cartel - and China has enough downstream manufacturing at stake here that they're willing to go to the mat over it.
http://www.china.org.cn/business/2017-12/23/content_50157479...
https://www.theregister.co.uk/2017/12/21/china_memory_insour...
https://www.reuters.com/article/us-samsung-elec-chips-outloo...
Pretty blatant market manipulation here by the DRAM cartel - and China has enough downstream manufacturing at stake here that they're willing to go to the mat over it.