So pain all around for the supply chains for PCs/Laptops and Console/Devices makers until the DRAM/NAND Market prices stabilize. Maybe Nvidia's Jensen can convince the US to allow for Chinese DRAM/NAND to be used/imported to supply markets that are hungry for that. But even if the Chinese increase their production to meet their internal needs for DRAM/NAND that can sill reduce the need for using only the western suppliers that are maybe artificially limiting their production to keep prices inflated!
The Tech Press is maybe focused too much on the Big 3(Micron, Samsung, and SK-Hynix) and maybe the Chinese Government will be helping to increase their own internally produced DRAM/NAND production to meet more than just the Chinese internal market needs! Electric power for Industrial production of DRAM/NAND is relatively more affordable in China and the Chinese appear to be not as restricted by the Foundry Equipment import restrictions.
But maybe the western Markets need to allow China access to the older DUV equipment that's gotten restricted, as well as the EUV equipment, to allow for there to be more DRAM/NAND productions to meet demand worldwide for DRAM/NAND to be supplied to keep prices more sane for everyone worldwide! DRAM and NAND production does not necessarily need EUV or any leading edge process node technology but even DUV equipment is being restricted from Chinese Import and maybe the Western Governments need to allow the Chinese to purchase more of those used DUV machines to help relieve the supply DRAM/NAND shortage.
Maybe the Chinese can provide some of its Long Distance Power Transmission infrastructure and supply power to neighboring countries and sell power to places that are not as Fab Equipment restricted to produce DRAM/NAND for SE Asian market DRAM/NAND needs. But with the Price of DRAM/NAND so high there will probably be the investment to do just that in SE Asia and using Chinese supplied Electrical power for that production as the Chinese look to be quite capable to supply more electrical power than even the Chinese need currently for its internal needs!
So pain all around for the supply chains for PCs/Laptops and Console/Devices makers until the DRAM/NAND Market prices stabilize. Maybe Nvidia's Jensen can convince the US to allow for Chinese DRAM/NAND to be used/imported to supply markets that are hungry for that. But even if the Chinese increase their production to meet their internal needs for DRAM/NAND that can sill reduce the need for using only the western suppliers that are maybe artificially limiting their production to keep prices inflated!
The Tech Press is maybe focused too much on the Big 3(Micron, Samsung, and SK-Hynix) and maybe the Chinese Government will be helping to increase their own internally produced DRAM/NAND production to meet more than just the Chinese internal market needs! Electric power for Industrial production of DRAM/NAND is relatively more affordable in China and the Chinese appear to be not as restricted by the Foundry Equipment import restrictions.
But maybe the western Markets need to allow China access to the older DUV equipment that's gotten restricted, as well as the EUV equipment, to allow for there to be more DRAM/NAND productions to meet demand worldwide for DRAM/NAND to be supplied to keep prices more sane for everyone worldwide! DRAM and NAND production does not necessarily need EUV or any leading edge process node technology but even DUV equipment is being restricted from Chinese Import and maybe the Western Governments need to allow the Chinese to purchase more of those used DUV machines to help relieve the supply DRAM/NAND shortage.
Maybe the Chinese can provide some of its Long Distance Power Transmission infrastructure and supply power to neighboring countries and sell power to places that are not as Fab Equipment restricted to produce DRAM/NAND for SE Asian market DRAM/NAND needs. But with the Price of DRAM/NAND so high there will probably be the investment to do just that in SE Asia and using Chinese supplied Electrical power for that production as the Chinese look to be quite capable to supply more electrical power than even the Chinese need currently for its internal needs!
I wonder will Nintendo be able to keep the price as is or will they eventually have to raise them?
no matter what happens they will still have money to sue people