パウロ
@paurooteri
AI関連の技術・産業動向についてnoteを書いています
ハイライトからnoteにアクセス
投資助言・売買推奨を目的としたものではありません
가입 February 2018
974 팔로잉 중 90.9K 팬
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.
더 보기
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.
더 보기
