Comment by mananaysiempre
5 hours ago
So... anybody who was hoping for CXMT (or YMTC) to maybe cause RAM or flash prices to maybe drop, maybe just a bit, pretty please, can go pound sand? (YMTC of course is already on the Entity List.)
5 hours ago
So... anybody who was hoping for CXMT (or YMTC) to maybe cause RAM or flash prices to maybe drop, maybe just a bit, pretty please, can go pound sand? (YMTC of course is already on the Entity List.)
They probably will, but not for US customers.
It’s a fairly liquid global market. I find it hard to believe that DRAM manufacturers will be able to sustain a premium if prices drop ex-US.