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@paurooteri
AI関連の技術・産業動向についてnoteを書いています
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投資助言・売買推奨を目的としたものではありません
Joined February 2018
974 Following 90.9K Followers
That is exactly right. The tables have turned now.
Memory makers will maintain pricing discipline and raise prices for Apple every quarter.
As a result, Apple's edge AI will become a costly token generation product due to the continuous price hikes of DRAM and NAND.
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Memory makers strike back and finally reaches Apple. Most all of @MicronTech’s revenue gains this quarter were from price hikes, NOT from unit increases. Does it stink that price hikes impact OEMs and consumers? Yes. BUT, when memory makers were -80% grows margins, the OEMs were punishing memory makers with continuous price cut demands. It cuts both ways.
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