[lmz]

If they're screwed either way then the rational solution is to bank the extra cash. Then at least they would have cash at the end of it. If they are production constrained how would reducing profits help in any way?

[zargon]

We wouldn't be switching to Chinese manufactured memory if Korean & US memory wasn't exorbitantly priced. They're forcing the switch.

[lmz]

It's a capacity constraint. It's either consumers switch or the HBM buyers switch and I know which one I'd prioritize.