Wednesday, December 21st 2022
Blacklisting of YMTC by the U.S. Enables Samsung to Raise NAND Flash Prices by 10%
YMTC, the Chinese DRAM and NAND flash company that recently announced a 232-layer 3D NAND flash memory that threatened to disrupt entrenched players Samsung, Micron Technology, Kioxia, and SK Hynix, has been blacklisted by the U.S. Department of Commerce, forcing American consumer electronics and PC manufacturers to stop sourcing from the company. Capitalizing on just this, Samsung raised prices of its NAND flash memory chips by as much as 10%, according to a DigiTimes report.
YMTC peaked when Apple struck a NAND flash supply deal with the company in 2020, which would see its storage devices power pretty much every Apple product you can think of, however, under political pressure, Apple withdrew from this deal in 2022. The Department of Commerce contention has been to that YMTC has access to cutting-edge technology, and is backed by Chinese state-capacity, which can help it drive out competitors. All is not well between the U.S. and China geopolitically, either. Samsung's 10% increase in the first half of December 2022 concerns spot-pricing, which could mean its contract pricing (usually used by customers placing very large orders), could be different. It is conceivable that the exit of YMTC from the U.S. market could raise NAND flash product prices across the board.
Source:
DigiTimes
YMTC peaked when Apple struck a NAND flash supply deal with the company in 2020, which would see its storage devices power pretty much every Apple product you can think of, however, under political pressure, Apple withdrew from this deal in 2022. The Department of Commerce contention has been to that YMTC has access to cutting-edge technology, and is backed by Chinese state-capacity, which can help it drive out competitors. All is not well between the U.S. and China geopolitically, either. Samsung's 10% increase in the first half of December 2022 concerns spot-pricing, which could mean its contract pricing (usually used by customers placing very large orders), could be different. It is conceivable that the exit of YMTC from the U.S. market could raise NAND flash product prices across the board.
37 Comments on Blacklisting of YMTC by the U.S. Enables Samsung to Raise NAND Flash Prices by 10%
Meh
I just bought some Kingston drives.
www.govtech.com/policy/gov-newsom-says-california-subsidies-powered-teslas-success
Elon Musk is speaking out against government subsidies. Here's a list of the billions of dollars his businesses have received.
www.businessinsider.com/elon-musk-list-government-subsidies-tesla-billions-spacex-solarcity-2021-12Elon Musk’s growing empire is fueled by $4.9 billion in government subsidies
www.latimes.com/business/la-fi-hy-musk-subsidies-20150531-story.htmletc etc etc
Japan was copying everything under the sun ignoring IP for decades, they were the China of the 60's and 70's. The US was as much anti Japan as it is now anti China. Am i talking about Japan the country? absolutely, but represented by their companies, this seems insanely obvious, yet where i am clarifying that the sky is blue and it illustrates the level of your discourse
Godbless YTMC, if it they werent for them we would probably still be stuck on 512gb @ 100€
Which... everyone should be aware of. Suddenly woke isn't so bad. It's become an attack buzzword no one knows the real meaning of.That is indeed the issue here. No amount of R&D budget could develop that so quickly from scratch.You have no idea how much is in Wuhan, do you?
Also, even as an American, freedom of speech does not free you from the consequences of that speech.
Moderation on a private site may very well apply.