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Comment by iamthirsty | Hacker News Reader

Samsung & Intel getting hammered, AMD & NVIDIA riding at their highest. Wild world we live in.

Samsung just happens to be in commodity chip making. Don’t worry, the chip bosses will get together for a bottle of Soju, do some racketeering, SSDs and RAM will be expensive again but profits are going to be back.

SSDs are already spiking. A 2TB Samsung Sata3 ssd went from €120 in October to €170 in December.

So I'll just wait till they're 100..

Maybe I have been too obscure in stating what’s going to happen: the oligopoly of SSD/RAM makers will collude explicitly or implicitly to cut production and raise prices. Because right know they are making a loss selling you a SSD, all of them.

This is a cycle we have been through at least twice now.

Well, they pretty much announced this months ago. The cycle continues as usual.

Intel up 65% this year. Not too far from their all time high now.

Looks like the all time high closing price for INTC was 73.94 way back in September of 2000. It's gotta go up about $26 to get back there - it's not close.

are your numbers right?

I'm seeing 75.81

Was that the intraday high? I'm not seeing anything that high on the google stock chart for INTC, but I can't seem to zoom in on that particular section of time to see if there was a small spike.

Going by the google chart for INTC. It seems clear that it's in the $70s - the point being that we're a long ways from INTC being in the $70s. (someone below saying it got to $75 and change - maybe that was an intraday high, not a closing high?)

I think they did several stock splits, and this time period was one of them

If you look at intel history, they bounce like crazy.

That said, I saw they were low and picked up a couple grand of intel in my playing tfsa and it’s been happy.

Been holding intc since 1997. Never sold during the early 2000s just rode it out. Probably gonna start cashing out this year or next as part of early retirement before hitting my IRA since the intc was bought post tax.

Nvidia just happens to be making mining picks during a gold rush. They also happened to be making mining picks during the previous gold/silver rush, mostly propped up by ETH PoW algo.

It's a wild world, but NVDA also happened to be an extreme outlier in terms of hitting 2 gold rushes in a row.

"Just happens to be" is doing a lot of work here. Nvidia has invested billions of dollars over the past ~2 decades to be in the position they're in.

I find that the harder I work, the more luck I seem to have.

- Thomas Jefferson

Arm is also killing it and at a high.

That's what happens when you spend too many decades making crummy products.

Not surprising given their behavior. Intel stopped innovating around the time ryzen came out. Ryzen itself was an innovation. When was the last time Samsung innovated anything? Quantum dots are a revolution but not related to chips.

Anyone that's owned both Samsung and TSMC fabbed chips in phones in the past 5 years just knows the Samsung ones run hot, are inferior to TSMC. They are the company you fallback to if you can't get it done on TSMC due to shortages.

I am sorry but that is incredibly simplistic view. Yes TSMC is better but this is a winnner takes all industry. Samsung has other problems since its its own customer for chips and has fingers in many other industries. It is still a wonder that they are basically the 2nd best fab in the world.

Are you basing that on two phones you owned? Is there data out there?

>When was the last time Samsung innovated anything?

Ehm...... You may be using their DRAM or NAND.

& Screen tech, possibly camera sensors/lenses — going beyond the original scope of the post, but still.

…okay well besides all that, what have the Romans done for us?

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