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by jorvi
200 days ago
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If you present an operating profit of €25 billion USD, yes, in a healthy true market competition would force you to either A) eat into your profit margin by reducing prices or B) invest in R&D and capacit- Actually, let me eat my words, you are right. As I typed this I saw some news from an hour ago[0] about SK Hynix planning to invest about $500 billion into 4 more fabs. I imagine [hope] Samsung will follow, and together with Chinese memory fabs ramping up both in capacity and technology, prices will return to earth in 2027, maybe 2028. Guess I am just a little too bitter because GPU prices finally seemed to normalize after half a decade of craziness. Topped with corporations in the West usually forgoing investment and using profits like these to do massive stock buybacks and dividends, souring my expectations. [0]https://www.pcgamer.com/hardware/memory/hot-on-the-heels-of-... |
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