Wednesday, October 18th 2017
DRAM Output in 2018 Planned for Continued High Pricing - TrendForce
DRAMeXchange, a division of TrendForce, has come forward with the expected announcement that DRAM output in 2018 likely won't be enough to fully satisfy supply. This has been the case for some time now. However, what started with simple insufficient output that could contain the explosion of DRAM capacity in smartphones seems to now be turning into a conscious decision by the three top memory manufacturers. Samsung, Micron, and SK Hynix are seemingly setting output at a lower than required level so as to artificially inflate pricing due to low supply. TrendForce themselves say so, in that these suppliers "(...) have opted to slow down their capacity expansions and technology migrations so that they can keep next year's prices at the same high level as during this year's second half. Doing so will also help them to sustain a strong profit margin."
DRAM production is expected to increase by 19,6% in 2018; however, this ratio is lower than the expected growth in demand, which is being pegged at 20,6%. This means 2018 is likely to see increased constraint in the supply channels (whereas 2018 was actually expected to see a slight relief in supply issues). This means that pricing will either stabilize or tend to increase from current levels. To be fair, semiconductor production isn't as simple as hitting a "increase production by 10x" button; reports say that all three players are contending with insufficient room to expand output on their production lines, and getting a new production facility online isn't a trivial effort - neither in funds, nor on time. However... All involved companies would much rather keep prices as they are than see them being brought down by oversupply.
Source:
TrendForce
DRAM production is expected to increase by 19,6% in 2018; however, this ratio is lower than the expected growth in demand, which is being pegged at 20,6%. This means 2018 is likely to see increased constraint in the supply channels (whereas 2018 was actually expected to see a slight relief in supply issues). This means that pricing will either stabilize or tend to increase from current levels. To be fair, semiconductor production isn't as simple as hitting a "increase production by 10x" button; reports say that all three players are contending with insufficient room to expand output on their production lines, and getting a new production facility online isn't a trivial effort - neither in funds, nor on time. However... All involved companies would much rather keep prices as they are than see them being brought down by oversupply.
46 Comments on DRAM Output in 2018 Planned for Continued High Pricing - TrendForce
In the case of DRAM, collusion may also be not so easy to prove. Perhaps the only way would be to prove that all the manufacturers have more production capacity than they claim. Price fixing lawsuits have been brought to court in many different industries.
Aside from that Flynn forgot to mention that he was working with turkey
Scott Pruit has taken more money from Oil companies than I can count.
en.wikipedia.org/wiki/Scott_Pruitt
Steve Mnuchin was part of the banking crisis, where he made millions foreclosing on misfortune Americans.
But yes, according to you, Trump's white house is ethical. Expect that they have already been issued more ethic violations than any administration in US history. It's a lucky day when the Trump administration doesn't start a twitter war or diplomatic catastrophe.
I'm from New York and the reason NY didn't vote for Trump, even though this is his home state, it because we can spot a bull shitter when we see one. Trump's story is a classic one, city slicker cons country bumpkins.
And like I said to the other guy, I actually voted for Hillary myself (although I probably shouldn't have). You don't need to make this about me or imagine I'm a Trump supporter. I consider myself just a centrist -- and one who doesn't villainize people or engage in exaggerations. "More ethic violations than any administration in US history". This is the other reason why things are falling apart. People can't simply present a good argument without turning it up to 11. Some of the old moral instincts are good, but his opponents have become hysterical. It just ruins whatever good instincts they might have had.
Flynn didn't even make the cut before inauguration. But none of these names you mentioned are relevant, if they're not engaging lobbyists now or Trump has set a rule that they can't lobby for 5 years after leaving. That was my only point. Not their life history.
edit: Oh and whatever Mnuchin's faults are, Trump has actually proposed bringing back Glass-Steagall.. Or something similar to it. The same Glass-Steagall that Bill Clinton tore down and gave us the makings of that very housing crisis. Mnuchin probably doesn't want it himself, but he's tried proposing it and took his marching orders.
One of the only proponents left for Democrats who wants the same is Elizabeth Warren. But even she's so frothing with hatred for Trump that she wouldn't work with him on this. Too purist and idealistic for her own good. I'd say it's time to be pragmatic..
We need EVERYONE to VOTE, ALL ELECTIONS. It's the only real way to affect the outcome of elections.
O(n)T, I do hope FTC takes a look at this (and EU) and sees if this is illegal. Sounds like collusion to me.
As for orange Hitler, I'm too much of a WW2 aficionado to call him Hitler. I implore everyone to live by their 5 senses first, not their intuition. In order to be like Hitler, he has to do things like Hitler first. He hasn't done anything close. Not yet. It especially irks me that Bush came out of hiding and spoke out against him too --- when it was Bush that has very tangible things I can point to that were destructive and killed thousands. Same with McCain, who all the Democrats love now because he hates Trump. Trump hasn't even caused Egypt and Syria to implode like the "Arab Spring" did either under Obama's watch... and afaik, hasn't hit random villages with drone strikes yet. He still has time though. :)