Samsung's $26B bet

What the article failed to mention, is China already invested tens of billions into the RAM and NAND Fabs. And they have tens of billions more in their War Chest.

>Price dumping to kill the competition is illegal. I know it is illegal in EU, not sure about US and Canada. But I am pretty sure there are lots of place in this world where this is perfectly legal. Including China.

Micron already have a few cases where their employees were poached by these newer companies and stole their trade secrets.

All those Chinese Fabs are planned to be up and Operate in 2018. In typical Chinese fashion these likely lower quality of NAND and RAM will be sold at cost. There is no such thing as "race" to the bottom, they pretty much start at the bottom already.

Since China planned to have 50% of its electronic devices sold within China to be using their own component, most Chinese manufacture, Huawei, Xiaomi, VIVO will likely follow suit to be "politically correct".

I dont know when it will start, but i expect a collapse in RAM and NAND price soon.

Price dumping to kill the competition is illegal. However, if Samsung can actually make a profit, it's just market economics.

Time for Apple to bolster there competition, micron maybe?

Increasing the DRAMproduction capacity is good. The memory product prize is very high and in a bubble. When a 16 memory costs more than a high end CPU. This has to end or it will hurt PC/notebook market.