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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
加入 February 2018
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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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