News Phison Chief Warns of Bankruptcies in the NAND Industry

[Admin]

Phison executive expects further 3D NAND production cuts, as producers lose billions in the first quarter.

Phison Chief Warns of Bankruptcies in the NAND Industry : Read more

 

[Giroro]

Just setting the stage for the longstanding traditions of illegal collusion and price-fixing.

 

[TechieTwo]

They had better be very careful or they will trigger anti-trust lawsuits costing them billions more in fines.

 

[InvalidError]

Just setting the stage for the longstanding traditions of illegal collusion and price-fixing.

There is a minimum price stuff needs to cost in order for manufacturers to break even. Nobody benefits from manufacturers getting driven below costs and going bankrupt from extended low demand. If demand fails to rebound before manufacturers burn through their reserve cash, manufacturers go bankrupt. That is what happens in an actually competitive market - manufacturers go under from mispredicting demand and managing funds appropriately.

 

[plateLunch]

Micron's decision to stop cutting NAND prices...

Micron CEO Sanjay Mehrotra is such a manipulator. If he is worried about his cash position, he should go back and look at how much he has spent on stock buybacks. Micron is in a volatile business. Cash should be conserved to weather the downturns.

 

[dogchow]

outside of my boot drive i wont be switching over to ssd till the price gets in the same ballpark as hdd for 8tb +

 

[mac_angel]

so, would that make it a "short term memory problem?"

 

[domih]

There is a minimum price stuff needs to cost in order for manufacturers to break even. Nobody benefits from manufacturers getting driven below costs and going bankrupt from extended low demand. If demand fails to rebound before manufacturers burn through their reserve cash, manufacturers go bankrupt. That is what happens in an actually competitive market - manufacturers go under from mispredicting demand and managing funds appropriately.

Yep.

https://www.trendforce.com/presscenter/news/20230509-11667.html

 

[bit_user]

So, where's the best place to find cheap dealz on server SSDs? The last one I bought was on ebay.