NAND Oversupply, Prices to Drop

Nside

Nside

Limp Gawd
Joined
Jun 2, 2011
Messages
400
Just saw a video mentioning this article, so we might see SSD and other flash product prices drop a bit in the next few months.
The stockpiling from earlier this year apparently brought down the overall fab wafer price in the second half of this year as well, so we might see drops in other areas too (Like we've seen a bit in DRAM)

https://www.dramexchange.com/WeeklyResearch/Post/2/10682.html

" TrendForce believes that, despite the traditional peak season for electronics sales and the release of Apple’s new iPhones in 3Q20, the quarterly decline in NAND Flash ASP will likely reach 10%, due to the client end’s excess inventory under the impact of the pandemic. Furthermore, as suppliers continue making improvements in the yield rate of 128L NAND Flash, the oversupply in the NAND Flash market will intensify in 4Q20, further exacerbating the decline in NAND Flash ASP."
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vegeta535 said:
Guess time for a flood/fire/earthquake/nuclearHolocaust.
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sirmonkey1985 said:
next week, another major power outtage destroys 6 month supply of nand waffers, price expected to go up 25%.. calling it now.
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Is it legal for manufacturers to do that? It's their own stock, so I guess they could destroy it if they wanted to. But is it legal for them to do it to increase market prices, and to lie about it? That would be like price-fixing.

Eventually, if that's what they're doing, it will become too evidenced to deny it. And then, if it's illegal, there would be the mother of all class-actions lawsuits in which most everyone who's bought an SSD would get a payout.
 
Delicieuxz said:
Is it legal for manufacturers to do that? It's their own stock, so I guess they could destroy it if they wanted to. But is it legal for them to do it to increase market prices, and to lie about it? That would be like price-fixing.

Eventually, if that's what they're doing, it will become too evidenced to deny it. And then, if it's illegal, there would be the mother of all class-actions lawsuits in which most everyone who's bought an SSD would get a payout.
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no it wouldn't be legal if it was intentional sabotage but that's never stopped them before, lol. it wasn't til the chinese started invenstigating them that they magically started having an excess amount of nand flash when the prices plummeted a year ago.
 
Things like this happen regularly because the profits (ROI) exceed the costs (initial losses + legal slap on wrist if/when caught).
If the company increases profits by 1 billion and only incurs total costs of 500 million. And when the executives in charge have no chance of being held personally liable for the illegal activity.

Then the company does the illegal activity and goes about business as usual.

If you really want to get to the APEX group doing this stuff routinely, look no further than your major TBTF bank.
You will find that almost yearly one of the banks will get a slap on the wrist for criminal activity.

Remember when WellsFargo opened accounts that customers never signed up for?

How about when UBS was caught laundering cartel money (money from drugs/ human (adult and child) trafficking)?

This years small business stimulus had many banks issuing govt backed loans to entities that were significantly larger than small business class. Also the major banks exclusively funneled money to small businesses who already had other loan obligations to the banks. That helped to insure that the other loans would keep getting serviced.

There are many more such scandals, but I'll let you search them out for yourself.
 
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It’s OK in 3 months everybody will be clamouring for Ram and SSD’s for new Ryzen systems and the prices will go back up.
 
Delicieuxz said:
Is it legal for manufacturers to do that? It's their own stock, so I guess they could destroy it if they wanted to. But is it legal for them to do it to increase market prices, and to lie about it? That would be like price-fixing.

Eventually, if that's what they're doing, it will become too evidenced to deny it. And then, if it's illegal, there would be the mother of all class-actions lawsuits in which most everyone who's bought an SSD would get a payout.
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I mean, they've all been convicted of price-fixing in the past... What's "legal" isn't important, what they can get away with isn't even important... It's what they can afford to do, the immediate benefit VS the inevitable slap on the wrist 3 to 5 years later.
 
sirmonkey1985 said:
next week, another major power outtage destroys 6 month supply of nand waffers, price expected to go up 25%.. calling it now.
Click to expand...

Quick, tell the cleaning crew to start baking pizzas in the wafer ovens so we can report massive wafer losses due to unknown organic contamination.

(actually happened somewhere I used to work)
 
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