Module makers, which buy finished chips from those manufacturers and assemble them into DIMMs, SSDs, and other products, have limited ability to influence allocation; stockpiling inventory through debt financing is one of the few levers available to them.
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Luke James is a freelance writer and journalist.\u00a0 Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.\u00a0 ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-23/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Luke James Social Links Navigation Contributor Luke James is a freelance writer and journalist. Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.
bigdragon Is anyone going to take a step back and ask "is this the way things should work?" I'm honestly surprised we don't have a group of companies pushing back against what's been going on with memory and storage and other tech component prices. Nintendo, Sony, Microsoft, Valve, Apple, Asus, Razer, Best Buy, Micro Center, Tesla, Rivian, Uber, and more have got to be seeing the increased prices and decreased consumer activity as detrimental to productive parts of their businesses. I know they're happy to push increases onto consumers, but how much longer until they're forced to push back against the increases because consumers aren't buying? Reply
QuarterSwede bigdragon said: Is anyone going to take a step back and ask "is this the way things should work?" I'm honestly surprised we don't have a group of companies pushing back against what's been going on with memory and storage and other tech component prices. Nintendo, Sony, Microsoft, Valve, Apple, Asus, Razer, Best Buy, Micro Center, Tesla, Rivian, Uber, and more have got to be seeing the increased prices and decreased consumer activity as detrimental to productive parts of their businesses. I know they're happy to push increases onto consumers, but how much longer until they're forced to push back against the increases because consumers aren't buying? I can assure you they aren’t happy to push the prices onto their customers. In my own line of work we’ve only increased prices to keep up with our increased Cost of Goods and the backlash hasn’t been fun. I had to increase prices by 3% just to offset our raised fuel cost (we have fleet vehicles). We’re telling all of our customers that we aren’t gouging (because we aren’t). It’s simply being passed on so we can stay in business. Many either can no longer afford what they actually need or have to pay more than they believe the value is. Some try to find cheaper alternatives, and I don’t blame them. Current prices in most industries are a dumpster fire. But I absolutely agree that this isn’t the way things should work. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/taiwanese-memory-module-makers-raise-880-million-to-stockpile-chips#main
- https://www.tomshardware.com/subscription
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Informational only. No financial advice. Do your own research.