>samsung artificially limits the amount of ram>china announces that they can now make ram>apple screamcries at US gov to let them but chinese ram>samsung: j-just kidding!https://en.sedaily.com/finance/2026/07/27/samsung-expands-hwaseong-fab-to-break-dram-bottleneckNot even 24 hours later; what a fucking joke.Anyone who insisted this wouldn't help is a fucking moron.
15% production increase is not enough to offset the 300% average price increase
Pretty good news for the market overall, since if samsung is making more chips while the price is still high they get more money, so everyone else has to also expand now.
>>109403592>nooo it doesn't count!all china had to do was say "we have ram now" and korea's fucking stock market fucking bombed dude.they're reacting; not thinking.if samsung announces they're breaking the bottleneck and doesn't deliver on that then it's fucking over for them; shareholders would skin them alive whether it be due to not following through or for rocking the boat by insisting they can fix it.
>>109403629Basic issue with cartels. Massive incentive to cheat and bump up your supply.
>>109403646^They have no choice but to get the prices lower in any way possible.If they don't they can be accused of manipulating the market.
>>109403646imagine all the things that will be achieved in two weeks
>>109404136You mean end of the year?
>>109403553Oy gevalt, you weren't supposed to realize that, you, you...!
>>109403592That's a leveraged price. When companies start defaulting on delivery contracts it won't be any 300%. They have to pay with money they have now, or at least take out loans against assets they have now, to pay for new facilities. The actual shit they built is on the line vs AI scammers who don't plan to be in business next year signing the purchase agreements.
god korea is getting wrecked.not like we warned them and everyone else or anything.
>>109403553Daily thank China thread
>>109403592increased inelasticity can lead to price increases.
>>109407190I wouldn't go that far.but i'd probably give them a slight nod of approval from afar; it was the perfect moment to start some chaos.
>>109403553>https://en.sedaily.com/finance/2026/07/27/samsung-expands-hwaseong-fab-to-break-dram-bottleneck
>>109403646don't forget to say thank you to emperor xi
>>109403646This is why you don't let a shitty advert fridge company take over your economy.
>>109407853In hindsight yea probably not the best idea to get the company that stabs working TVs to prevent having to repair them for anyone wishing to make use of their warrenty to handle that shit
>>109403592you don't know that
holy fuck korea's ai stocks and ram are doing worse than i thought eveni actually feel a little ba-hahahahhaahah i can't finish that last biteat shit and remember that you're next; burgoids
>>109403553eh all I'm seeing is Samsung trying to stop Apple buying cxmt, Amazon will still be selling me 16gb for $600 and rising every quarter, fuck em. filthy gooks can rot in hell
>>109407843MANDATE OF HEAVEN
>>109403592The point is everyone is scrambling to ramp up production much faster now out of justified fear that China gains a foothold in the dram industry and ends up completely dominating it like they've done with every other manufacturing sector they've gotten into.
>>109403592Retard
>>109403553Do you remember when these fuckers did not want to expand memory production back in 2025, giving reasons like>It's a bubble>If we build now we will bring online factories just right about when demand falls>We'll be left holding the bags>It'll take years to scale productionI'm not talking just about Samsung, I'm talking about all RAM producers. Fuck micron in particular.
>>109408741Yep.It's what makes it so funny when all China had to do was say "k we replaced you" and Korea's entire economy immediately collapsed less than 24 hours later.
>>109408741No, but I do remember gullible morons going "oh they say they don't want to expand production so they must mean it" as if the company could drive to home depot to buy a bunch of memory making machines and pump out more tomorrow, instead of needing extremely expensive hardware made by one company in the entire world that can't really make more themselves and that's always booked at least a year in advance
>>109409370China is literally making dozens of those machines as we speak and the "oh it takes too long to build them!" people are all suddenly silent as Samsung abruptly has the ability to make more in less than 6 months lmaoTurns out they were lying the entire time.
>>109403553ummm, this isn't capitalism (capitalists don't opportunistically seek maximized selling price.) this is communism, actually, and ANTI FREE MARKET behavior. but we need to block chinese RAM because they're communist, too, thougheverbeit.
>>109403553>>109409453also anti price gouging laws are anti free market COMMUNISM (basically cost controls) but we also need them because price gouging is anti free market.
>>109405039its funny to read what you goy cattle think about how the world works
>>109403646>reacting; not thinking.thats just stock market
>>109403553Anyone who thinks Samsung executives shouldn't be drone struck is also a fucking moron
>>109409685I wouldn't go that far but they should certainly have to explain themselves on how they kept trying to claim that it would take years to expand production only to change it to 5-6 months the second China cracked it.
>>109409430They are literally not. They are at DUV stage, EUV is a prototype. >less than 6 monthsPrices started rising oct 25."Make more" and "expand production" are also two different things.
>>109403553wtf I thought china are the jews of asiawhat are those gooks doing?
>>109409904>nooo it isn't true shut up shut up my numbers are already red!!!Less than t w e n t y f o u r h o u r s.
