Movements in the memory market

[cobito]

Over there I read that Toshiba is going to sell its memory division. It seems that the original source of the information is not 100% reliable and, in addition, the sale would be made to cover the losses of a failed project of some nuclear power plants in the US owned by the company, not for anything related to the memories.

But seeing how the prices are and assuming that Toshiba wants to sell at the peak of prices to obtain the greatest possible liquidity, do you think that prices could fall soon? Or have the memories already stayed like this forever?

[Fassou]

@cobito I understand that they have to go down in the medium term, because the current demand is not sustainable.

And the companies that already have a demand secured in the long term for the type of product they supply, will have already taken measures to improve their production.

I would say that we continue to pay for the novelty of DDR4 and HBM2, partly as collateral damage of the mining issue.

Salu2!

[whoololon]

What we all would like, of course, is for prices to go down; and certain movements in the sector may promote this.
But we must also take into account that there are those who have already "tasted the blood", and I think they will do everything possible to contain prices.
It is indeed annoying that RAM is more expensive than the motherboard, and you can't find a decent graphics card at a decent price.

[cobito]

The rumor has been confirmed. Toshiba is getting rid of its NAND memory division and the buyer is a consortium called Bain Capital, which includes Seagate and Apple.

Source

[whoololon]

O sea, que la ha comprado Apple... mi**da.

[kynes]

More than having bought it, Apple has helped save the company to ensure that its supplier stays alive, and to prevent memory costs from skyrocketing. As far as I understand, they do not have voting rights or shares, they have simply "paid in advance" for the purchase of several hundred million dollars of material.