SEOUL – The fallout from this week’s US midterms is already upending South Korea’s financial system. On Friday, the Kospi plunged more than 8% and fell
Stock market demands the line goes up. There are two ways to do that.
Reduce headcount to reduce your outgoings or increase profitability which means either selling more or raising prices.
The supply is currently thin because they’ve converted most of their fabrication facilities to make HBM (slop memory) that doesn’t work in real computers. This has significantly diminished the supply of useful memory in circulation.
Once they can’t sell the HBM anymore they’ll be forced to convert back to making normal RAM, which will increase the supply and relieve demand (and prices).
Their other available choice would be to die and let one of the new memory upstarts take their place.
I don’t think they’ll choose to die, but we’ll see soon.
Stock market demands the line goes up. There are two ways to do that. Reduce headcount to reduce your outgoings or increase profitability which means either selling more or raising prices.
I am not expecting lower prices.
Supply and Demand have a role to play here
The supply is currently thin because they’ve converted most of their fabrication facilities to make HBM (slop memory) that doesn’t work in real computers. This has significantly diminished the supply of useful memory in circulation.
Once they can’t sell the HBM anymore they’ll be forced to convert back to making normal RAM, which will increase the supply and relieve demand (and prices).
Their other available choice would be to die and let one of the new memory upstarts take their place.
I don’t think they’ll choose to die, but we’ll see soon.