With 1900% quarter-on-quarter profit growth.Samsung won.APOLOGIZE!!!
Surely they did this by providing a valuable new product to the public, right?
>>109226201BroOn the other thread I’m talking about getting the Samsung ultra or the red Magic for gaming. Now i don’t really know. I have been on iPhone for years and don’t know Android, Samsung, or red magic. Gaming is my main focus
>>109226201>Everyone in the cartel collectively increases prices>We get away with it because there's no direct evidence of collusionNo shit they're seeing insane profits. Fucking retards are still buying from them because people still need storage and memory and have no choice but to get it from them.I pray to God China floods the market with cheap storage and RAM at some point.
this is completely normal and not a sign of a bubble
>>109226495>it is... LE BUBBLE!!!Say it is. What of it? Samsung made more in 1 year than it did in 40 years. They are fine with financials.If the AI bubble pops, there's no skin off Samsung's back. There's a handful of chip makers. They can easily switch back to the consumer market. And keep the elevated prices, because none of the other chip makers will want lower profit margins either.Samsung cannot lose.
>>109226201Their workers also got huge payouts I'd jealous but I also don't want to be Korean
please mr samsung, go back to making and selling electronic components for and to consumersplease out of the goodness of your heartswon't you think of the poor gamers
>>109226683Chink-chips are happening.It's not a question of if only a question of how soon and how hard they are going to undercut everone else.
>>109226220>>109226812delusional fantasychina hasn't even started hyperscaling yetnow at least two of their own labs are making custom siliconno chips or memory will flow out of beijing unless it comes in a 2 year old huawei accelerator rack
>>109226823If you say so. But remember, the enshitification of tech and software plus the hatered of AI plus the tech companies associated with it will make people more then willing to accept cheaper non-cutting edge tech.Remember, Samsung hasn't produced good tech offerings in years and are tied to the PR nightmare of AI.
>>109226843>more then willing to accept cheaper non-cutting edge tech.that cheaper tech now costs more than cutting edge did a year agoconsumers will have no say in the slop that's served up to themuntil AGI is achieved, consumer tech is effectively on hold
>>109226201Prices are never coming back down.
>>109226201So how will they beat earnings next year? The minute line go down its panic in babylon
>>109226201If only NEC survives today, Japan could have earned a slice of this pie.
>>109226201AI companies have yet to make 1 usd of profit
>>109226881>So how will they beat earnings next year? The minute line go down its panic in babylonSamsung can only hope their stock crashes, so they can slurp up their stocks for cheap.
>>109226902All of the profit is going to the hardware companies.They are selling the shovels.
>>1092268621.AGI will never be achieved you delusional jeet shill2.Did you completely forget what I said before? Chinese tech will flood the market and they will undercut everyone for both soft power and market dominance. I just fucking said this a moment ago.
>>109226916It's not actual profit. They are just passing around monopoly money between each other and hoping no one looks too closely at the bills.
>>1092269251. who gives a shit, you become the permanent underclass anyway2. did you forget the part where i said that was not happening that you're delusional if you think the chinks are coming to save youincreasingly this board is filled with china-loving simpletons who don't understand that their don't give a rats ass about you stupid gweilos
>>109226683>They are fine with financialsThey will probably get super fucked after the grift is over. Because their financials are skewed beyond repair at this point.Also it turns out compensations they payed out to their workers were actually pitiful dimes.
>>109226201Don't spend that money yet Mr. Samsung, we'll soon be coming to get it back from your unlawful cartel practices and price fixing.
>>1092269401.We're the underclass already dumbass. You think you're special because you pick the best cotton on the plantation? 2.Do you think the tech-oligarchs in control give a single fuck about us either? That they dont' see us as less then cattle and most want us all dead with a few alive to be slaves? Do you fucking hear yourself now? If the chinese come in with cheaper tech I'll gladly buy. The fuck do you think is going on? National pride is fucked. They threw that away when they threw away all of americas manufacturing and put multinationals who have give no fucks about this country and HATES it's people total power. The fuck should I have complete faith in a country or entirely fake market that threw us away and sold our children into eternal slavery. One thing I'm glad about. All of the AI bullshit will kill the power and wealth of the tech oligarchs and silicon valley in the coming years. Which will leave the door open for smaller operations to come in and build non-AI and AI defense operations.
>>109226969i'm not reading all that, undercattleno one's coming to save you
>>109226881I'm asking myself the same exact question. Econ troons that cause double digit stock price drops because expectations were only beat by 2% instead of 4% that quarter are probably going to commit mass suicide a la Jonestown when stocks inevitably come back down to their real value and that real value is pre 2008 levels, maybe even pre 2000s levels if we're being real.
>>109226201>I'm so surprised! This is a shocking revelationSaid no one, nowhere.
>>109226220>everyone in the cartel increases prices>except le me who can poach all their customers because i'm offering to sell at half the price
What is more likely to happen than china mass producing consumer silicon products that aren't trash, is consumers will adjust to lower performance hardware- Fewer people will buy the latest phone, console, graphics card, etc. New games won't have stunning graphics, Linux will gain a little more popularity. People will just use tech less than they do now.
>>109228173Good. Beautiful even. Fuck all this tech hype.
>>109226862>until AGI is achieved, consumer tech is effectively on holdand after AGI is achieved it won't matter, because the first thing it will do is kill all humans globally for its own survival.
>>109226201And still shit eating tards defend memory and storage manufacturers as>not being charities>>109226811the most disgusting thing is they didn't have to price gouge consumers, they wilfully closed down consumer fabs just to chase that Sam Altman fagcash
>>109228240other than hype the standard for the last 40 years has been improving tech efficiencies led to better products every 18 months or so, not it'll be every 5 years and 50x the cost>>109228173or China puts export controls on components and lets the West squirm like it's already doing with DDR5 and the shift to renting compute means there's no consumer market anyway.thanks Samsung
I wish every country had their own national chip fabs. Even if their products were unreliable and slow, I'd still buy them if they were made in my country by locals over having to depend exclusively on soulless chinks and gooks.
>>109226201For many years now, I've thought Samsung should bring out a video game console, and I think it's an idea whose time has come. Just try to fucking beat Sony at their own game. They've got the hardware, the money, and the brand name, so pull a Playstation and introduce a well-needed shot to the arm of that industry. South Koreans are great at making games, and it would be excellent for competition's sake. I'd buy it.
>>109226220>WeShalom.
>>109226201>scamsungdidn't they have some workers strikes recently because of the way they wanted to distribute profits to different classes of workers or something like that?
Since capitalism demands increased profits every year, how does that work with what will likely be a short but drastic spike like this?Wouldn't falling back to last year profits next year (even with +50% profit growth from that time) be considered a gigantic failure and shake them severely?
wew, prices went up but not 1900% up, I bet they're counting unfulfilled contracts early which is not particularly bad but at that level it is extremely risky.
>>109228729If you ever owned a Samsung laptop you'd know how retarded that sounds.
>>109228833You are fucking retarded, probably a jew yourself
>C-China will save us!!!KEEEEEEEEEEEEEK!Your government will BAN cheap Chinese semiconductors. Your government will ALLOW cheap Chinese semiconductors to be sold to corporations ONLY (already happening to the biggest ones) while ALSO keeping the prices elevated.You retarded GOYIM won't own SHIT!
>>109226954>payedLol just 3rd worlders shooting the breeze?
>>109229300Bruh use a braincellMake item for 90 cents, sell for 95 cents = profit 5 cents-> make item for 90 cents, sell for 185 cents = 1900% more profit
>>109226201for years Trusted Financial Experts thought memory was a commodity and software was valuablenow it's the opposite
>>109229257No, read this >>109226915Corporations never lose. Retards in this thread doesn't understand fucking shit, and keep saying "Well, erhm, Samsung will suffer in the future when their profits don't keep rising". When the stock crash, they will buy their own stocks back at rock bottom prices. Apple did this, with their $100B stock buyback. Then when the line rises again, they will start selling again. EVERY major corporation does this, from tens of billions to hundreds of billions of dollars./g/ is way too fucking retarded.
>>109229366/g/ is way too retarded. Reading these retarded subhumans talk makes me realize how filled to the brim /g/ is with jeets and third world brownoids.
>>109229382Sounds reasonable. The house always wins.
>>109226201is Japan in crisis right now?
>>109226211if your main focus is for gaming then buy the redmagic
>>109226211>gayming>phoneBe the Etika we need instead
>>109226974No one's coming to save civilization eitherThe Unabomber's reckoning is soon
>>109226495Do you know what a bubble is? 1. People have heavy expectations and invest a lot of money (bubble is forming)2. Expectations aren't met, people get their money back (bubble is popping).We are not talking about expectations here but actual results that are way above the expectations. That is the inverse of a bubble. Seriously stop with the bubble non sense already.
>>109226201And here I thought the real-life Arasaka would be an actual military or aerospace corp, not a memory manufacturer.
>>109226897If only. Most of the news I hear of Japan was about a missed opportunity or how they tried something relatively straightforward and flubbed it.
>>109226201And then their stock nosedived because investors expected more.
>>109229382Buying back stock is the equivalent of paying dividend without shareholders having to pay taxes.Shareholders win because the remaining stock will be more scarce and thus more valuable.It's not some magic trick and if you think it is why don't you buy stock low to sell high?
>>109229257The profits will get invested in new factories, used to buy up other companies or simply given to the shareholders.All expected future earning are already represented in today's stock value so if they perform worse than expected the stock value will go down but if they exceed expectations it will go further up - nobody can tell.
>>109226201This is not a cartel.Everyone else is just lazy and or unprepared for this sudden need for memory.These companies became very good at producing memory efficiently so that competitors left the market one by one because they were unable to compete. This memory crisis and their sudden fortunes are their crowning achievement and I applaud them. This is every business's dream come true.
>>109226201surely they will put this money into r&d and not just do the american capitalist move to pay insane amounts of money to the executives right /g/
>>109226683because that money doesn't exist, it's empty, like a BUBBLE
>>109226683>consumer market. And keep the elevated priceslollmao even
>>109231378They'll set some aside to put more telemetry/ads in TVs and manufacture less reliable ssds
>>109231427>this nigger thinks consumer prices will drop back down to pre-2022 levelsLOOOOOOOOOOOOOMAAAAAAAAAAAAA
>>109229257You're assuming Samsung is just another corporation that has to play by the rules of capitalism. It isn't.South Korea is a dystopian nightmare where you are born in a Samsung hospital, you study in a Samsung university so you can go to work in a Samsung factory and spend your nights crying yourself to sleep in your Samsung apartment about your student loans to the Samsung bank
>>109226823China has something the US doesn't:>1) A fucking plan>2) Cheap slave labour to make their fucking plan workMeanwhile, in the US they don't have the capacity for more fabs and the ones they do have take years to get operational and even more years to reach peak capacity and the government is more concerned about whether or not OpenAI should be nationalised than the supply of the fucking hardware running the thing.
>>109226201thank you democrats for destroying america's domestic chip manufacturing capabilities and allowing hostile enemy nations to make trillions off our inventions! great work!
>>109232549America has no talent.TSMC built a chip fab in the US, and there nobody there would make shit. Despite DEI regulations saying that a percentage of workers must be American, efficiency and yield are both in the shitter compared to fabs back home, or even in Japan.
>>109232404This nigger things the economy will survive this now obvious to everyone entirely fake and failed market.LOLLook at him!HE THINKS PEOPLE WILL BUY EXPENSIVE SAMSUNG PRODUCTS MERELY BECAUSE THEY EXIST!
>>109232549ImplyingThe dems and repubs are on the same side. Any dog and pony show they have on televison and in the entirely controlled mainstream media is just to keep retards like you thinking it's the other side that's the problem not the entire upper echelon of the country. LOLTell us about how americans "voted for immigration". What ballot were we able to cast. Which side of the aisle wasn't whoring mass immigration and at best doing cheap PR parlor tricks to make you believe they were against it?
>>109233577>efficiency and yield are both in the shitter compared to fabs back homeNot true, actually.the tsmc factory in arizona is extremely productive. based on a little bit of searching, it looks like the work culture is very strange. The asians are used to cursing and bullying subordinates.
>>109229257>Since capitalism demands increased profits every year,It does not. Our economy is set up to have a permanent inflation rate because of the petrodollar and fiat cash. It was designed by bankers as a way to steal value out of whoever uses it, be it the poor class or foreign countries. Our money is weaponized against us so that we should never save it.We print money to steal value out of economies that use our money, either by trade or by petrodollar, and then steal more value by dipping heavily into debt and then inflating out of the debt while big daddy government heavily regulates all the markets because of the infinite funny money hack. Then we spread that value in our own economy through massive government projects like the industrial military complex, corruption and gibs.This is the basis of our economy and how we are somehow the richest but produce nothing of value. It's also why we go stomping in the Middle East every decade or so. There is no capital in our capitalism.Because of the printing, everybody has to make line go up to keep up with the baseline because the baseline is always going up. Because the nature of printing is that it can't be targeted, it takes value from everything. Capitalism has real money and free markets. We are 100% socialism with planned markets. We haven't be capitalist since Bretton Woods and The New Deal. You've never even lived under capitalism.
>>109226495Yeah RAM market only knows two states, boom and bust, and keeps switching between them
>>109232404Computing has been getting cheaper for decades and decades. Not a hard bet to make.
>>109233625>UMMM NOBODY IS GOING TO BUY EXPENSIVE SHIT, NOBODY IS GOING TO WANT THE LATEST $2000 GOYPHONE OR THE NEWEST $2000 GPULMAOOOOOOOOTHIS NIGGER ACTUALLY BELIEVES THIS SHITLOOOOOOOOOOOOOOOOOOOOOOOL
The ram I bought for 120 bucks in 2024 is 500 dollars right now
>>109232404>this nigger thinks the AI bubble will forever go uplmaoroflmao even
>>109236396THIS NIGGER SAID IT AGAIN LOLHE THINKS THE PRICE WON'T STAY ELEVATED FOREVERJUST WHEN THE 3 COMPANIES WERE COLLUDING TO KEEP THE PRICES HIGHHAHAHAHAHA
>>109226220>NOOOO supply and demand is not real they're just colluding to raise prices, it couldn't possibly be the top 5 companies in the world dumping all their money into buying their shitconspiracytardation is a diesease
>>109226495>muh bubbleTwo more weeks, right?
>>109236760they literally outlined limiting production to drive up prices in their outlooks megaretard
the good news is I have no reason to buy new memory or participate in modern computing. everything I need solved is solved. anything I would run tech for I already have the tech and backups using old devices. there is literally zero reason to buy new stuff.
This shit sold off so hard on a 19x profit growth it went under its 50 day.
>>109226201I look forward to these record profits being reinvested into vital technology development and increased production capacity.
>>109226209Yes. HBM.
>>109236931If Samsung doesn't think it's a bubble why aren't they expanding production?
>>109236932>SUPPLY and demandYes they did, in the past when the margin on ram was fuck all, it worked, RAM went in price didn't it?Now they're getting more production online to capitalise on the giant margin at current prices.The cure to high prices are high prices
>>109237843They're making more fabs which will increase both the supply and speed of memory available to us.
>>109236932>limiting production to drive up prices in their outlooksThat won't be good for them considering both Micron and CXMT are agressively building new fabs.
>>109236760Speculation and leverage set prices not supply and demand. You're applying 1890s economics to post-20th century fiat bullshit markets.
It's only accelerating from here on out.Anyone waiting for this bubble to pop in hopes of cheaper hardware will be waiting for at least 5 years for the prices to even start coming down and that's going to be a long ass road.Chinks aren't going to come to the market to undercut it radically, because why the fuck would they? They can sell for the exact same prices as the rest of the market and still get everything sold.Remember that most of the world hasn't even gotten started with the datacenter building trend.And if at any point the cloud services tank due to being too expensive, every private company is going to rush to the retail sector to buy all available hardware to build their own systems.Hardware shortages would get infinitely worse in that situation.This shit can easily get so bad that the current prices will be seen as a very good deal few years from now.
>>109226495A bubble describes an environment where valuations are massively disconnected from reality. It happens because valuations of a thing are based on other trades. Somebody buys a stock at some price, valuation of all of them becomes that. Somebody buys a house the valuation of the houses around changes. Even if that buyer was the only person in the world willing to buy at that price and they don't have the money to buy mote to support that valuationThis isn't valuation, they're not measuring profit by taking part of theirs or somebody else's profit and extrapolating it to their entire inventory. The transaction already happened, they got the money, the profit is real
>>109237896Clearly the Korean government has a different outlook on the AI bubble question than the Americans.
>>109238003>most profitable time for your industry in history>"Nah guys let's sit this out, we don't want to flood the market!"It's a bold strategy.
>>109237930>companies have infinite money to count zeros and sit on aging hardwareKind of hard to believe given Faceberg is already looking to lease out their capacity and not getting a lot of interest. Who will be the next to crack. What will happen to all this barely used product?
>>109238051It doesn't look like that's what they're doing to me. There's demand for hosting their models to outside companies (something they don't really do now) so they're having to set up infrastructure for that. It also means they don't have to be as conservative with buying more compute because they can lease out the excess. Demand for this stuff is going to be very spiky, especially WRT training, so it makes sense to be both a provider and consumer.
>>109236259Anon, broke people prioritize. You seem to live in a fantasy world where consumers HAVE to buy things. They don't.
>>109238073>nuh-uh
>>109238033Most people with experience in markets don't look at a 19x spike and go "Yeah this is sustainable." The US government has clearly made AI buildout a political matter, and the Chinese were always going to expand to support domestic consumption.
>>109238121I guess we'll both just have to wait for Meta's next 10-K and reconvene.
>>109238140>the Chinese were always going to expandThey *will* flood the market once their capable. Not expanding in the meantime is suicide.
>>109237898Define speculationLeverage is literally just a way to get more capital to put more into your demandDemand rises, which means either supply or price have to raise.It's not a very competetive market, so the price can be off from the equilibrium, as set by the producers. Which they don't want as that would mean leaving money on the tableIf supply doesn't improve and price has to rise it will rise. If the producer sells under the equilibrium, there will be unsatisfied would-be buyers willing to paymore for availability. That creates an opportunity for arbitrage, market makers will try to snatch up the supply at the low manufacturer price and resell at the market equilibrium, to pocket the difference.This is good from capitalism's perspective. Economics is a study on how to distribute scarce resources and it's answer is they should go to whoever is willing to pay the most
>>109238179>Define speculationBidding on production 5 years in the future. You don't understand how semiconductor markets work.
>>109230003>get their money backLOL!
>>109232465yeah, and the family members of the ruling families are royalty in all but name
>>109226201is this happening good for us?
>>109232465Oh that's no different to Vancouver and the Pattison family
>>109237879why should I know? email them the question yourself, spastic weirdo
>>109226201kill yourself
>>109238589I mean, it seems like they would know more about the market than some random goober on a basket weaving forum.
>>109232534False dichotomy, China versus US is a divide and conquer strategy so that Multinational Corporations can milk you dry.If China and US actually align, they could completely bumfuck Silicon Valley.
>>109230389it's an oligopoly. instead of defending and applauding the oligopolies' gouging consumers, governments in the West should realize RAM is vital to society and regulate the shit out of consumer access or help build new memory fabrication plants. but they won't and it'll never happen because consumers of RAM modules are primarily white and male and the kikes in Government only see dollars from datacenters. go fuck yourself you nigger kike
>>109230389can't tell if irony posting or bot
>>109239346>governments in the West should realize RAM is vital to society and regulate the shit out of consumer access or help build new memory fabrication plantsThat will never happen though.They should cap the price of memory until supply stabilises.When even Apple is raising prices you know the situation is fucked. They haven't done it on the iPhone yet but it's going to be very, VERY, bloody when that comes. People won't like it and if they have any sense they won't just defend Apple like sheep and will take to the streets and demand intervention.
>>109226201>>109226209I wish aliens could flood the market with superior technology, but those poor bastards are even more fucked than we are.
>>109228725That wouldn't make psychopaths as unfathomably wealthy.
>>109238120>You seem to live in a fantasy world where consumers HAVE to buy thingsAmericans (world's biggest consumers) literally cannot stop CONSOOMING. They will pay for shit on credit, and then start a new credit card to pay off the previous credit card.Average person don't "wait to buy" things.
>>109229382Yeah, unlike previous bubbles, the big manufacturers are taking basically zero risk. They simply kept production at pre-bubble levela and reap enormous profits. If it all came crashing down tomorrow, at worse they just go back to how their business was doing before - except with a gigantic warchest and desperate markets.
>>109237930>Chinks aren't going to come to the market to undercut it radically, because why the fuck would they? Because that's what they've been doing with everything. Because their goal isn't max profit, it's outrunning deindustrialization from their population becoming richer by establishibg strong foothold in high value added and strong network effect manufacturing sectors
>>109238073Meta's AI is dead because they told the actual researchers they're not hype enough and put a kid that ran a sweatshop putting labels on data in charge
>>109239474>price controlsGuaranteed sign of an economicslet. Supply and demand is a natural law, higher than the ones made by humans, you can't regulate it awsy just as you can't regulate away gravity
>>109239611Not the iPhone though. They're still eating the costs there.
>>109239781It's not natural when you're selling supply you don't even have whilst ramping up the per unit cost though.It's literally in their best interest to withhold supply and milk it as much as they can. In any other field people would be asking questions of them.
>>109239781>you can't regulate it awsyYou can gatekeep supply very easily.
>>109239781>Supply and demandDoesn't apply to cartels/monopolies
>>109236760https://en.wikipedia.org/wiki/DRAM_price_fixing_scandaldumbass
>>109241146>cartels/monopoliesthis is not a cartel monopoly situation.it's a simple demand surge.Nobody is preventing anybody from entering the memory market. What happened is competitors dropped out over the years, leaving only a few players.
>>109242157This particular situation can't be laid on the cartel, but they're absolutely a cartel.>Nobody is preventing anybody from entering the memory marketJust the banks and ASML.
>>109242186Opec is a cartel. The memory industry is not a cartel. The memory industry cannot react. immediately to consumer demand. It takes years to build a fab. Anybody can participate in the memory market.
>>109242265Then go make some memory in your garage poindexter.
>>109226211You're getting a phone... for gaming.
>>109242265>Anybody can participate in the memory market.you just need a simple loan of around 10-100 billion to get started
>>109242157>Nobody is preventing anybody from entering the memory market.Apart from the massive fucking entry barriers in the form of capital requirements and specialized knowledge you tremendous fuckwit. >>109242265>The memory industry cannot react. immediately to consumer demand.That's not what defines a cartel. A cartel is when producers of a commodity collaborate to fix prices and capture all the economic value in a market. OPEC is a cartel. The memory industry is a cartel.
>>109243172I never really thought about it, but it probably is a lot cheaper to get started in shale oil extraction than memory.
>>109239983If you're selling something then there's a buyer. If they can sell the promise of future production then there's a buyer for it.>hello do you have milk>we're out of milk>okay when will you have milkIt's completely natural. And they can't both be selling and not selling>>109240019Which is why it's impossible to buy drugs in a country where they're illegalOh wait>>109241146Yes it does
>>109241163>2002>five manufacturersGovernment tried to overrule reality, and now you've got three.What's good for the consumers isn't always good for the long term of the market. Market entry for supply expansion requires there to be more margin than normal because newcomers most likely will be less effective both cost-wise (they have to pay off the infrastructure to manifacture) and revenue-wise (no existing consumer trust or base so they will have to undercut existing participants)The scenarios where companies are reducing production or accumulating inventory as prices raise are not healthy, but they have self-correcting mechanisms of increased costs of storage or wasted depreciation time on productive assets, plus ever increasing incentive to break the cartel line and get way, way more money.When it actually gets really bad is when you have dual monopolies like Rockefeller with oil and rail, because then any competition in one field can be squashed by pressure from the monopolist in the other - "oh you wanna use Timmy's rail? Have fun with no oil". The fact that these are non-tradeable goods either so they can be undercut locally is even worseBut this ain't that scenario. RAM companies are selling out like motherfuckers, but the demand still remains, so prices have to raise, this is inevitable
>>109243375They are not collaborating
>>109243823>>2002>>five manufacturersThere were 7 just a couple years before that. The more capital intensive semiconductors get the more Jewish the industry is. Around 2009 the West hit a level of unsustainable semeticism and we're still waiting for the crash.
>>109226201>thread up 2 days>over 100 replies>no one, including OP, read the titleIt's the chip division of Samsung that beat the past 40 years combined of said division, not the whole company. Dumb cunts, typical /g/ literally lowest iq board.
>>109244678Imma beat you, you fuckibg dweeb
>>109244678I will kick your ass.
>>109245259>>109247658>seething after being called out
