/biz/ - What are their prospects of challenging the Big Three? - Business & Finance


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Anonymous (ID: SfbQRGqN)
What are their prospects of ch(...) 06/27/26(Sat)09:57:32 No.62419929

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What are their prospects of challenging the Big Three? Anonymous (ID: SfbQRGqN) 06/27/26(Sat)09:57:32 No.62419929

Anonymous (ID: rzTpE58p)
06/27/26(Sat)11:45:04 No.62420125

Anonymous (ID: rzTpE58p) 06/27/26(Sat)11:45:04 No.62420125

>>62419929
They don't challenge them. their ram fails in the same year you buy it

Anonymous (ID: mUSQQr1H)
06/27/26(Sat)12:12:22 No.62420194

Anonymous (ID: mUSQQr1H) 06/27/26(Sat)12:12:22 No.62420194

Why doesn't anyone care about kioxia?
>prospects
The thing is that they make DDR5 memory, not HBM. The chinese will not have the technology for another 2-3 years, or 1-2 years if they steal it.

This leads me to believe, with SK Hynix listing on the NYSE soon, there will be a big dip in memory companies which leads to a blood in the streets moment as people declare the 'bubble has popped'. But Sk hynix and Micron continue to make massive profits, so this will be the point to buy if you want to ride the final blowoff top when Micron hits 3 trillion dollars in 2028, before it actually crashes.

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